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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 | $16,159 | $81,276-80.1% | $155,574-89.6% | $80,925-80.0% |
| Participation rate | 12.3% | 66.2%-53.9pp | 78.2%-65.9pp | 67.7%-55.3pp |
| Annual return | 6.33% | 33.36%-27.0pp | 64.87%-58.5pp | 35.65%-29.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $774 | $3,453-77.6% | $5,629-86.3% | $4,299-82.0% |
| Admin fee / account holder | $12,196 | $7,993+52.6% | $15,914-23.4% | $6,940+75.7% |