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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 | $14,527 | $81,276-82.1% | $155,574-90.7% | $80,925-82.0% |
| Participation rate | 8.0% | 66.2%-58.2pp | 78.2%-70.2pp | 67.7%-59.7pp |
| Annual return | 5.60% | 33.36%-27.8pp | 64.87%-59.3pp | 35.65%-30.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $624 | $3,453-81.9% | $5,629-88.9% | $4,299-85.5% |
| Admin fee / account holder | $1,588 | $7,993-80.1% | $15,914-90.0% | $6,940-77.1% |