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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 | $13,368 | $36,948-63.8% | $73,658-81.9% | $87,485-84.7% |
| Participation rate | 14.3% | 46.8%-32.5pp | 57.0%-42.8pp | 68.9%-54.6pp |
| Annual return | 5.34% | 28.64%-23.3pp | 29.72%-24.4pp | 26.06%-20.7pp |
| Employer contribution / active EE | $362 | $670-46.0% | $1,032-65.0% | $2,596-86.1% |
| Participant deferral / active EE | $9 | $1,379-99.3% | $2,062-99.5% | $4,274-99.8% |
| Admin fee / account holder | $1,648 | $2,531-34.9% | $3,357-50.9% | $7,775-78.8% |