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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 | $19,187 | $78,015-75.4% | $178,505-89.3% | $80,959-76.3% |
| Participation rate | 12.2% | 65.7%-53.5pp | 77.1%-64.9pp | 67.7%-55.5pp |
| Annual return | 6.39% | 18.10%-11.7pp | 27.16%-20.8pp | 35.67%-29.3pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $657 | $4,406-85.1% | $6,280-89.5% | $4,300-84.7% |
| Admin fee / account holder | $1,882 | $7,160-73.7% | $10,428-82.0% | $6,925-72.8% |