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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 | $9,877 | $51,222-80.7% | $70,544-86.0% | $75,173-86.9% |
| Participation rate | 12.2% | 61.0%-48.8pp | 68.4%-56.2pp | 67.2%-55.0pp |
| Annual return | 12.91% | 30.06%-17.1pp | 32.79%-19.9pp | 160.72%-147.8pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $588 | $2,850-79.4% | $4,568-87.1% | $4,126-85.8% |
| Admin fee / account holder | $1,099 | $4,096-73.2% | $6,427-82.9% | $5,651-80.6% |