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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 | $15,036 | $53,128-71.7% | $86,582-82.6% | $70,126-78.6% |
| Participation rate | 10.0% | 65.3%-55.3pp | 73.5%-63.5pp | 69.5%-59.5pp |
| Annual return | 12.32% | 27.66%-15.3pp | 965.08%-952.8pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $213 | $2,695-92.1% | $3,609-94.1% | $3,332-93.6% |
| Admin fee / account holder | $1,951 | $3,584-45.6% | $4,904-60.2% | $4,645-58.0% |