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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 | $17,959 | $78,690-77.2% | $161,489-88.9% | $87,485-79.5% |
| Participation rate | 17.2% | 67.5%-50.2pp | 78.7%-61.5pp | 68.9%-51.7pp |
| Annual return | 11.31% | 32.74%-21.4pp | 89.72%-78.4pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $776 | $3,311-76.6% | $5,630-86.2% | $4,274-81.8% |
| Admin fee / account holder | $9,219 | $6,724+37.1% | $16,006-42.4% | $7,775+18.6% |