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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 | $14,621 | $37,156-60.7% | $83,854-82.6% | $86,983-83.2% |
| Participation rate | 3.8% | 49.1%-45.2pp | 59.1%-55.3pp | 69.5%-65.7pp |
| Annual return | 12.10% | 29.88%-17.8pp | 31.39%-19.3pp | 25.83%-13.7pp |
| Employer contribution / active EE | $61 | $661-90.8% | $1,017-94.0% | $2,584-97.6% |
| Participant deferral / active EE | $76 | $1,418-94.6% | $2,035-96.3% | $4,194-98.2% |
| Admin fee / account holder | $655 | $2,510-73.9% | $3,197-79.5% | $7,856-91.7% |