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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 | $16,542 | $52,580-68.5% | $71,671-76.9% | $70,126-76.4% |
| Participation rate | 64.5% | 60.9%+3.6pp | 68.7%-4.2pp | 69.5%-5.0pp |
| Annual return | 3.58% | 20.25%-16.7pp | 20.65%-17.1pp | 73.15%-69.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $813 | $2,386-65.9% | $3,438-76.3% | $3,332-75.6% |
| Admin fee / account holder | $1,795 | $3,653-50.9% | $5,558-67.7% | $4,645-61.4% |