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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 | $15,817 | $76,407-79.3% | $150,298-89.5% | $82,448-80.8% |
| Participation rate | 38.6% | 66.4%-27.8pp | 77.8%-39.2pp | 68.1%-29.5pp |
| Annual return | 9.67% | 39.99%-30.3pp | 62.79%-53.1pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $763 | $3,214-76.3% | $5,453-86.0% | $4,139-81.6% |
| Admin fee / account holder | $1,198 | $6,352-81.1% | $14,116-91.5% | $7,234-83.4% |