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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 | $17,808 | $57,073-68.8% | $85,126-79.1% | $80,925-78.0% |
| Participation rate | 2.4% | 56.4%-54.0pp | 67.5%-65.1pp | 67.7%-65.2pp |
| Annual return | 2.77% | 21.69%-18.9pp | 66.63%-63.9pp | 35.65%-32.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $116 | $3,113-96.3% | $4,523-97.4% | $4,299-97.3% |
| Admin fee / account holder | $6,104 | $4,988+22.4% | $6,160-0.9% | $6,940-12.0% |