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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 | $17,286 | $78,690-78.0% | $161,489-89.3% | $87,485-80.2% |
| Participation rate | 40.9% | 67.5%-26.6pp | 78.7%-37.8pp | 68.9%-28.0pp |
| Annual return | 8.14% | 32.74%-24.6pp | 89.72%-81.6pp | 26.06%-17.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $462 | $3,311-86.0% | $5,630-91.8% | $4,274-89.2% |
| Admin fee / account holder | $474 | $6,724-93.0% | $16,006-97.0% | $7,775-93.9% |