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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 | $19,582 | $56,894-65.6% | $84,753-76.9% | $62,881-68.9% |
| Participation rate | 58.1% | 68.5%-10.5pp | 76.6%-18.5pp | 69.3%-11.2pp |
| Annual return | 2.08% | 6.30%-4.2pp | 22.78%-20.7pp | 20.14%-18.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $401 | $2,709-85.2% | $3,712-89.2% | $3,203-87.5% |
| Admin fee / account holder | $1,935 | $3,581-46.0% | $5,333-63.7% | $4,296-55.0% |