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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 | $24,803 | $60,795-59.2% | $69,464-64.3% | $65,185-61.9% |
| Participation rate | 18.8% | 74.9%-56.0pp | 74.6%-55.8pp | 70.2%-51.4pp |
| Annual return | 0.21% | 17.46%-17.2pp | 28.98%-28.8pp | 29.38%-29.2pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $584 | $3,162-81.5% | $3,536-83.5% | $3,514-83.4% |
| Admin fee / account holder | $544 | $314+73.5% | $3,840-85.8% | $847-35.8% |