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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 | $13,727 | $22,602-39.3% | $65,566-79.1% | $75,173-81.7% |
| Participation rate | 19.0% | 63.1%-44.0pp | 64.9%-45.9pp | 67.2%-48.2pp |
| Annual return | 9.02% | 71.13%-62.1pp | 47.40%-38.4pp | 160.72%-151.7pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $200 | $1,695-88.2% | $2,832-93.0% | $4,126-95.2% |
| Admin fee / account holder | $12,089 | $1,877+544.0% | $4,114+193.8% | $5,651+113.9% |