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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 | $13,727 | $60,442-77.3% | $96,754-85.8% | $87,485-84.3% |
| Participation rate | 5.6% | 58.7%-53.1pp | 70.3%-64.6pp | 68.9%-63.3pp |
| Annual return | 13.22% | 21.97%-8.7pp | 82.04%-68.8pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $850 | $3,280-74.1% | $4,758-82.1% | $4,274-80.1% |
| Admin fee / account holder | $3,914 | $5,069-22.8% | $8,905-56.0% | $7,775-49.7% |