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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 | $18,787 | $59,839-68.6% | $81,988-77.1% | $79,858-76.5% |
| Participation rate | 37.8% | 61.6%-23.8pp | 69.3%-31.4pp | 69.6%-31.8pp |
| Annual return | 8.05% | 17.56%-9.5pp | 41.31%-33.3pp | 31.72%-23.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $648 | $2,695-76.0% | $3,722-82.6% | $3,740-82.7% |
| Admin fee / account holder | $661 | $4,287-84.6% | $5,665-88.3% | $5,306-87.5% |