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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 | $16,950 | $91,167-81.4% | $178,498-90.5% | $79,858-78.8% |
| Participation rate | 61.7% | 69.2%-7.5pp | 81.9%-20.3pp | 69.6%-8.0pp |
| Annual return | 2.61% | 24.19%-21.6pp | 151.09%-148.5pp | 31.72%-29.1pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $209 | $3,236-93.6% | $5,202-96.0% | $3,740-94.4% |
| Admin fee / account holder | $4,822 | $6,747-28.5% | $13,985-65.5% | $5,306-9.1% |