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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 | $15,810 | $47,944-67.0% | $67,834-76.7% | $62,881-74.9% |
| Participation rate | 44.1% | 61.1%-16.9pp | 68.8%-24.7pp | 69.3%-25.2pp |
| Annual return | 2.17% | 11.77%-9.6pp | 138.47%-136.3pp | 20.14%-18.0pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $691 | $2,247-69.2% | $3,160-78.1% | $3,203-78.4% |
| Admin fee / account holder | $5,348 | $3,712+44.1% | $4,622+15.7% | $4,296+24.5% |