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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 | $77,814-79.7% | $158,223-90.0% | $86,983-81.8% |
| Participation rate | 38.6% | 68.4%-29.8pp | 79.2%-40.6pp | 69.5%-30.9pp |
| Annual return | 9.67% | 30.54%-20.9pp | 52.09%-42.4pp | 25.83%-16.2pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $763 | $3,270-76.7% | $5,467-86.0% | $4,194-81.8% |
| Admin fee / account holder | $1,198 | $5,879-79.6% | $16,047-92.5% | $7,856-84.8% |