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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 | $11,106 | $81,358-86.3% | $155,556-92.9% | $80,959-86.3% |
| Participation rate | 5.6% | 66.3%-60.7pp | 78.2%-72.7pp | 67.7%-62.1pp |
| Annual return | 5.89% | 33.39%-27.5pp | 64.84%-59.0pp | 35.67%-29.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $356 | $3,455-89.7% | $5,631-93.7% | $4,300-91.7% |
| Admin fee / account holder | $4,200 | $7,994-47.5% | $15,885-73.6% | $6,925-39.3% |