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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 | $15,919 | $35,183-54.8% | $73,550-78.4% | $70,126-77.3% |
| Participation rate | 32.4% | 42.9%-10.6pp | 54.9%-22.6pp | 69.5%-37.2pp |
| Annual return | 8.80% | 26.90%-18.1pp | -15.16%+24.0pp | 73.15%-64.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $187 | $1,220-84.7% | $1,804-89.7% | $3,332-94.4% |
| Admin fee / account holder | $669 | $2,302-71.0% | $2,320-71.2% | $4,645-85.6% |