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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 | $18,426 | $56,544-67.4% | $75,501-75.6% | $70,126-73.7% |
| Participation rate | 21.4% | 68.1%-46.7pp | 72.4%-50.9pp | 69.5%-48.1pp |
| Annual return | 2.92% | 23.59%-20.7pp | 27.35%-24.4pp | 73.15%-70.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $947 | $2,580-63.3% | $3,142-69.9% | $3,332-71.6% |
| Admin fee / account holder | $727 | $3,827-81.0% | $5,801-87.5% | $4,645-84.4% |