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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 | $86,050-81.1% | $189,758-91.4% | $94,015-82.7% |
| Participation rate | 15.8% | 68.9%-53.1pp | 79.8%-64.0pp | 70.8%-55.0pp |
| Annual return | 10.30% | 17.77%-7.5pp | 52.62%-42.3pp | 17.84%-7.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $243 | $3,349-92.8% | $5,856-95.9% | $4,249-94.3% |
| Admin fee / account holder | $3,924 | $6,627-40.8% | $20,388-80.8% | $8,951-56.2% |