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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 | $13,895 | $93,064-85.1% | $74,577-81.4% | $273,972-94.9% |
| Participation rate | 42.9% | 74.9%-32.1pp | 68.1%-25.3pp | 83.0%-40.2pp |
| Annual return | 0.42% | 26.18%-25.8pp | 20.47%-20.0pp | 41.46%-41.0pp |
| Employer contribution / active EE | $215 | $3,160-93.2% | $2,525-91.5% | $4,869-95.6% |
| Participant deferral / active EE | $290 | $4,160-93.0% | $3,458-91.6% | $5,287-94.5% |
| Admin fee / account holder | $1,795 | $5,273-66.0% | $4,138-56.6% | $10,133-82.3% |