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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 | $17,446 | $35,183-50.4% | $73,545-76.3% | $70,124-75.1% |
| Participation rate | 2.8% | 42.9%-40.2pp | 54.9%-52.2pp | 69.5%-66.8pp |
| Annual return | 12.16% | 26.90%-14.7pp | -15.16%+27.3pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $84 | $1,220-93.1% | $1,806-95.4% | $3,332-97.5% |
| Admin fee / account holder | $8,358 | $2,302+263.0% | $2,320+260.3% | $4,645+79.9% |