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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 | $21,382 | $88,583-75.9% | $88,497-75.8% | $273,972-92.2% |
| Participation rate | 44.4% | 83.5%-39.0pp | 82.4%-38.0pp | 83.0%-38.6pp |
| Annual return | 1.15% | 5.68%-4.5pp | 7.63%-6.5pp | 41.46%-40.3pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $285 | $4,891-94.2% | $4,899-94.2% | $5,287-94.6% |
| Admin fee / account holder | $501 | $8,980-94.4% | $6,220-92.0% | $10,133-95.1% |