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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 | $15,810 | $72,607-78.2% | $90,259-82.5% | $87,485-81.9% |
| Participation rate | 59.6% | 64.8%-5.2pp | 70.7%-11.2pp | 68.9%-9.4pp |
| Annual return | 10.81% | 18.59%-7.8pp | 18.88%-8.1pp | 26.06%-15.2pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $637 | $3,055-79.1% | $3,827-83.3% | $4,274-85.1% |
| Admin fee / account holder | $3,030 | $5,947-49.0% | $7,267-58.3% | $7,775-61.0% |