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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 | $19,140 | $47,848-60.0% | $81,473-76.5% | $70,126-72.7% |
| Participation rate | 6.8% | 58.3%-51.5pp | 68.0%-61.2pp | 69.5%-62.8pp |
| Annual return | 10.79% | 27.25%-16.5pp | 38.78%-28.0pp | 73.15%-62.4pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $287 | $2,453-88.3% | $3,537-91.9% | $3,332-91.4% |
| Admin fee / account holder | $807 | $3,145-74.3% | $4,561-82.3% | $4,645-82.6% |