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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 | $17,790 | $43,075-58.7% | $74,577-76.1% | $62,881-71.7% |
| Participation rate | 14.3% | 58.1%-43.8pp | 68.1%-53.8pp | 69.3%-55.0pp |
| Annual return | 1.56% | 17.50%-15.9pp | 20.47%-18.9pp | 20.14%-18.6pp |
| Employer contribution / active EE | $246 | $1,498-83.6% | $2,525-90.3% | $2,281-89.2% |
| Participant deferral / active EE | $412 | $2,389-82.8% | $3,458-88.1% | $3,203-87.1% |
| Admin fee / account holder | $306 | $2,840-89.2% | $4,138-92.6% | $4,296-92.9% |