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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 | $16,667 | $211,105-92.1% | $178,449-90.7% | $145,978-88.6% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | -10.16% | 30.19%-40.3pp | 27.09%-37.2pp | 550.52%-560.7pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $234 | $6,959-96.6% | $6,277-96.3% | $6,690-96.5% |
| Admin fee / account holder | $5,249 | $12,017-56.3% | $10,362-49.3% | $13,400-60.8% |