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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 | $10,888 | $57,140-80.9% | $85,240-87.2% | $80,959-86.6% |
| Participation rate | 22.2% | 56.4%-34.2pp | 67.5%-45.3pp | 67.7%-45.4pp |
| Annual return | 10.13% | 21.71%-11.6pp | 66.75%-56.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $462 | $3,115-85.2% | $4,527-89.8% | $4,300-89.3% |
| Admin fee / account holder | $302 | $4,992-94.0% | $6,165-95.1% | $6,925-95.6% |