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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 | $19,816 | $81,331-75.6% | $155,534-87.3% | $80,935-75.5% |
| Participation rate | 9.7% | 66.3%-56.6pp | 78.2%-68.5pp | 67.7%-58.0pp |
| Annual return | 6.82% | 33.37%-26.6pp | 64.92%-58.1pp | 35.66%-28.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $620 | $3,454-82.1% | $5,630-89.0% | $4,299-85.6% |
| Admin fee / account holder | $415 | $7,999-94.8% | $15,900-97.4% | $6,924-94.0% |