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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 | $17,959 | $76,407-76.5% | $150,298-88.1% | $82,448-78.2% |
| Participation rate | 17.2% | 66.4%-49.2pp | 77.8%-60.5pp | 68.1%-50.8pp |
| Annual return | 11.31% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $776 | $3,214-75.9% | $5,453-85.8% | $4,139-81.2% |
| Admin fee / account holder | $9,219 | $6,352+45.1% | $14,116-34.7% | $7,234+27.4% |