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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 | $13,858 | $76,407-81.9% | $150,298-90.8% | $82,448-83.2% |
| Participation rate | 40.9% | 66.4%-25.5pp | 77.8%-36.9pp | 68.1%-27.2pp |
| Annual return | 6.84% | 39.99%-33.2pp | 62.79%-55.9pp | 41.64%-34.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $709 | $3,214-77.9% | $5,453-87.0% | $4,139-82.9% |
| Admin fee / account holder | $1,178 | $6,352-81.4% | $14,116-91.7% | $7,234-83.7% |