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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 | $17,474 | $64,462-72.9% | $81,482-78.6% | $80,911-78.4% |
| Participation rate | 20.0% | 63.9%-43.9pp | 69.5%-49.5pp | 67.6%-47.6pp |
| Annual return | 6.51% | 16.35%-9.8pp | 24.79%-18.3pp | 35.63%-29.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $238 | $3,094-92.3% | $3,885-93.9% | $4,297-94.5% |
| Admin fee / account holder | $6,943 | $5,678+22.3% | $5,761+20.5% | $6,935+0.1% |