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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 | $16,991 | $57,590-70.5% | $86,233-80.3% | $82,448-79.4% |
| Participation rate | 18.7% | 57.9%-39.2pp | 69.0%-50.4pp | 68.1%-49.4pp |
| Annual return | 12.07% | 22.41%-10.3pp | 61.39%-49.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $347 | $3,080-88.7% | $4,559-92.4% | $4,139-91.6% |
| Admin fee / account holder | $7,799 | $4,730+64.9% | $8,342-6.5% | $7,234+7.8% |