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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 | $15,359 | $45,050-65.9% | $63,018-75.6% | $70,126-78.1% |
| Participation rate | 12.1% | 69.5%-57.4pp | 74.8%-62.7pp | 69.5%-57.4pp |
| Annual return | 8.35% | 18.76%-10.4pp | 87.62%-79.3pp | 73.15%-64.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $216 | $2,466-91.2% | $3,330-93.5% | $3,332-93.5% |
| Admin fee / account holder | $1,178 | $2,834-58.4% | $3,601-67.3% | $4,645-74.6% |