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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 | $17,766 | $46,599-61.9% | $64,101-72.3% | $75,173-76.4% |
| Participation rate | 17.1% | 65.9%-48.8pp | 72.3%-55.2pp | 67.2%-50.1pp |
| Annual return | 10.69% | 26.06%-15.4pp | 33.72%-23.0pp | 160.72%-150.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $365 | $2,837-87.1% | $3,881-90.6% | $4,126-91.1% |
| Admin fee / account holder | $1,853 | $2,956-37.3% | $3,070-39.7% | $5,651-67.2% |