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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 | $16,414 | $55,713-70.5% | $75,894-78.4% | $72,983-77.5% |
| Participation rate | 38.9% | 61.1%-22.2pp | 69.3%-30.4pp | 69.5%-30.6pp |
| Annual return | 12.43% | 27.60%-15.2pp | 30.76%-18.3pp | 81.01%-68.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $565 | $2,634-78.6% | $3,603-84.3% | $3,608-84.3% |
| Admin fee / account holder | $309 | $3,980-92.2% | $5,420-94.3% | $5,124-94.0% |