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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 | $14,574 | $81,276-82.1% | $155,574-90.6% | $80,925-82.0% |
| Participation rate | 31.0% | 66.2%-35.2pp | 78.2%-47.2pp | 67.7%-36.6pp |
| Annual return | 3.75% | 33.36%-29.6pp | 64.87%-61.1pp | 35.65%-31.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $296 | $3,453-91.4% | $5,629-94.7% | $4,299-93.1% |
| Admin fee / account holder | $1,335 | $7,993-83.3% | $15,914-91.6% | $6,940-80.8% |