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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 | $63,809-72.6% | $81,353-78.5% | $80,935-78.4% |
| Participation rate | 20.0% | 63.9%-43.9pp | 69.5%-49.5pp | 67.7%-47.7pp |
| Annual return | 6.51% | 16.37%-9.9pp | 24.82%-18.3pp | 35.66%-29.1pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $238 | $3,093-92.3% | $3,885-93.9% | $4,299-94.5% |
| Admin fee / account holder | $6,943 | $5,686+22.1% | $5,766+20.4% | $6,924+0.3% |