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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 | $16,285 | $78,690-79.3% | $161,489-89.9% | $87,485-81.4% |
| Participation rate | 15.8% | 67.5%-51.7pp | 78.7%-62.9pp | 68.9%-53.1pp |
| Annual return | 10.30% | 32.74%-22.4pp | 89.72%-79.4pp | 26.06%-15.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $243 | $3,311-92.7% | $5,630-95.7% | $4,274-94.3% |
| Admin fee / account holder | $3,924 | $6,724-41.6% | $16,006-75.5% | $7,775-49.5% |