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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 | $15,149 | $81,331-81.4% | $155,534-90.3% | $80,935-81.3% |
| Participation rate | 20.0% | 66.3%-46.3pp | 78.2%-58.2pp | 67.7%-47.7pp |
| Annual return | 9.91% | 33.37%-23.5pp | 64.92%-55.0pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $236 | $3,454-93.2% | $5,630-95.8% | $4,299-94.5% |
| Admin fee / account holder | $2,438 | $7,999-69.5% | $15,900-84.7% | $6,924-64.8% |