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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,153 | $81,358-81.4% | $155,556-90.3% | $80,959-81.3% |
| Participation rate | 20.3% | 66.3%-46.0pp | 78.2%-57.9pp | 67.7%-47.4pp |
| Annual return | 4.31% | 33.39%-29.1pp | 64.84%-60.5pp | 35.67%-31.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $230 | $3,455-93.3% | $5,631-95.9% | $4,300-94.7% |
| Admin fee / account holder | $10,902 | $7,994+36.4% | $15,885-31.4% | $6,925+57.4% |