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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 | $16,743 | $58,848-71.5% | $88,179-81.0% | $82,637-79.7% |
| Participation rate | 15.3% | 57.9%-42.6pp | 69.1%-53.9pp | 68.1%-52.8pp |
| Annual return | 10.91% | 22.76%-11.8pp | 64.97%-54.1pp | 53.51%-42.6pp |
| Employer contribution / active EE | $277 | $1,678-83.5% | $2,549-89.1% | $2,552-89.1% |
| Participant deferral / active EE | $536 | $3,124-82.8% | $4,614-88.4% | $4,126-87.0% |
| Admin fee / account holder | $512 | $4,795-89.3% | $7,673-93.3% | $7,339-93.0% |