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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 | $19,069 | $56,544-66.3% | $75,501-74.7% | $70,126-72.8% |
| Participation rate | 15.0% | 68.1%-53.1pp | 72.4%-57.4pp | 69.5%-54.5pp |
| Annual return | 9.50% | 23.59%-14.1pp | 27.35%-17.8pp | 73.15%-63.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $585 | $2,580-77.3% | $3,142-81.4% | $3,332-82.4% |
| Admin fee / account holder | $5,620 | $3,827+46.9% | $5,801-3.1% | $4,645+21.0% |