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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 | $13,480 | $36,948-63.5% | $73,658-81.7% | $87,485-84.6% |
| Participation rate | 12.2% | 46.8%-34.6pp | 57.0%-44.8pp | 68.9%-56.7pp |
| Annual return | 11.26% | 28.64%-17.4pp | 29.72%-18.5pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $181 | $1,379-86.9% | $2,062-91.2% | $4,274-95.8% |
| Admin fee / account holder | $6,198 | $2,531+144.9% | $3,357+84.6% | $7,775-20.3% |