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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 | $17,751 | $84,236-78.9% | $170,435-89.6% | $70,126-74.7% |
| Participation rate | 15.5% | 70.8%-55.4pp | 83.6%-68.1pp | 69.5%-54.1pp |
| Annual return | 8.62% | 23.06%-14.4pp | 205.94%-197.3pp | 73.15%-64.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $557 | $3,086-82.0% | $4,939-88.7% | $3,332-83.3% |
| Admin fee / account holder | $3,451 | $5,698-39.4% | $13,881-75.1% | $4,645-25.7% |