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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 | $24,066 | $43,075-44.1% | $74,577-67.7% | $62,881-61.7% |
| Participation rate | 15.6% | 58.1%-42.4pp | 68.1%-52.5pp | 69.3%-53.7pp |
| Annual return | 0.87% | 17.50%-16.6pp | 20.47%-19.6pp | 20.14%-19.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $191 | $2,389-92.0% | $3,458-94.5% | $3,203-94.0% |
| Admin fee / account holder | $981 | $2,840-65.5% | $4,138-76.3% | $4,296-77.2% |