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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 | $15,961 | $85,171-81.3% | $172,753-90.8% | $72,976-78.1% |
| Participation rate | 22.2% | 70.1%-47.8pp | 82.6%-60.4pp | 69.5%-47.3pp |
| Annual return | 13.86% | 27.32%-13.5pp | 803.00%-789.1pp | 81.02%-67.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $298 | $3,260-90.9% | $5,198-94.3% | $3,608-91.7% |
| Admin fee / account holder | $1,030 | $5,880-82.5% | $13,956-92.6% | $5,124-79.9% |