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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 | $17,627 | $47,848-63.2% | $81,473-78.4% | $70,126-74.9% |
| Participation rate | 53.8% | 58.3%-4.4pp | 68.0%-14.1pp | 69.5%-15.7pp |
| Annual return | 9.58% | 27.25%-17.7pp | 38.78%-29.2pp | 73.15%-63.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $213 | $2,453-91.3% | $3,537-94.0% | $3,332-93.6% |
| Admin fee / account holder | $9,811 | $3,145+212.0% | $4,561+115.1% | $4,645+111.2% |