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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 | $75,541-76.2% | $152,093-88.2% | $82,637-78.3% |
| Participation rate | 17.2% | 66.5%-49.3pp | 77.8%-60.5pp | 68.1%-50.8pp |
| Annual return | 11.31% | 32.56%-21.2pp | 66.36%-55.0pp | 53.51%-42.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $776 | $3,206-75.8% | $5,451-85.8% | $4,126-81.2% |
| Admin fee / account holder | $9,219 | $6,405+43.9% | $14,497-36.4% | $7,339+25.6% |