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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 | $15,447 | $23,330-33.8% | $64,489-76.0% | $82,448-81.3% |
| Participation rate | 14.3% | 68.3%-54.0pp | 67.7%-53.4pp | 68.1%-53.8pp |
| Annual return | 10.38% | 83.66%-73.3pp | 55.03%-44.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $237 | $1,707-86.1% | $2,778-91.5% | $4,139-94.3% |
| Admin fee / account holder | $5,120 | $2,946+73.8% | $4,260+20.2% | $7,234-29.2% |