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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 | $15,799 | $77,638-79.7% | $156,551-89.9% | $62,881-74.9% |
| Participation rate | 61.5% | 71.2%-9.7pp | 84.0%-22.5pp | 69.3%-7.8pp |
| Annual return | 2.24% | 50.33%-48.1pp | 32.23%-30.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,412 | $3,444-59.0% | $5,501-74.3% | $2,281-38.1% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,470 | $5,561-55.6% | $13,028-81.0% | $4,296-42.5% |