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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 | $17,240 | $54,757-68.5% | $90,304-80.9% | $72,975-76.4% |
| Participation rate | 18.8% | 65.2%-46.3pp | 73.3%-54.4pp | 69.5%-50.6pp |
| Annual return | 15.61% | 30.63%-15.0pp | 78.13%-62.5pp | 81.01%-65.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $313 | $2,887-89.2% | $3,885-91.9% | $3,608-91.3% |
| Admin fee / account holder | $448 | $3,973-88.7% | $5,354-91.6% | $5,124-91.3% |