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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 | $15,036 | $53,837-72.1% | $75,717-80.1% | $85,856-82.5% |
| Participation rate | 23.3% | 69.1%-45.7pp | 74.8%-51.5pp | 69.3%-46.0pp |
| Annual return | 9.09% | 24.54%-15.4pp | 104.58%-95.5pp | 318.58%-309.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $617 | $2,895-78.7% | $3,821-83.8% | $3,952-84.4% |
| Admin fee / account holder | $11,049 | $3,341+230.7% | $3,619+205.3% | $6,261+76.5% |