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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 | $77,814-79.1% | $158,223-89.7% | $86,983-81.3% |
| Participation rate | 15.8% | 68.4%-52.6pp | 79.2%-63.4pp | 69.5%-53.8pp |
| Annual return | 10.30% | 30.54%-20.2pp | 52.09%-41.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $243 | $3,270-92.6% | $5,467-95.6% | $4,194-94.2% |
| Admin fee / account holder | $3,924 | $5,879-33.3% | $16,047-75.5% | $7,856-50.1% |