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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 | $17,068 | $32,037-46.7% | $69,182-75.3% | $62,881-72.9% |
| Participation rate | 33.9% | 43.4%-9.5pp | 55.1%-21.2pp | 69.3%-35.4pp |
| Annual return | 3.63% | 15.16%-11.5pp | -21.93%+25.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $157 | $679-76.9% | $1,206-87.0% | $2,281-93.1% |
| Participant deferral / active EE | $263 | $1,185-77.8% | $1,897-86.1% | $3,203-91.8% |
| Admin fee / account holder | $4,634 | $2,608+77.7% | $2,697+71.9% | $4,296+7.9% |