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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 | $22,409 | $48,364-53.7% | $71,796-68.8% | $62,881-64.4% |
| Participation rate | 57.5% | 60.6%-3.1pp | 69.1%-11.6pp | 69.3%-11.8pp |
| Annual return | 4.74% | 13.16%-8.4pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $506 | $2,091-75.8% | $2,794-81.9% | $3,203-84.2% |
| Admin fee / account holder | $996 | $3,771-73.6% | $4,815-79.3% | $4,296-76.8% |