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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 | $17,592 | $35,183-50.0% | $73,550-76.1% | $70,126-74.9% |
| Participation rate | 17.2% | 42.9%-25.7pp | 54.9%-37.7pp | 69.5%-52.4pp |
| Annual return | 11.72% | 26.90%-15.2pp | -15.16%+26.9pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $101 | $1,220-91.7% | $1,804-94.4% | $3,332-97.0% |
| Admin fee / account holder | $2,204 | $2,302-4.3% | $2,320-5.0% | $4,645-52.6% |