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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 | $12,794 | $97,125-86.8% | $86,233-85.2% | $137,256-90.7% |
| Participation rate | 31.6% | 74.2%-42.6pp | 69.0%-37.4pp | 80.0%-48.4pp |
| Annual return | 6.91% | 74.19%-67.3pp | 61.39%-54.5pp | 220.34%-213.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $211 | $5,180-95.9% | $4,559-95.4% | $6,407-96.7% |
| Admin fee / account holder | $4,512 | $9,725-53.6% | $8,342-45.9% | $12,270-63.2% |