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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 | $18,987 | $51,895-63.4% | $93,063-79.6% | $79,634-76.2% |
| Participation rate | 8.0% | 52.6%-44.6pp | 72.1%-64.1pp | 62.5%-54.5pp |
| Annual return | 12.33% | 18.14%-5.8pp | 34.15%-21.8pp | 36.46%-24.1pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $2,476-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $202 | $2,964-93.2% | $3,958-94.9% | $3,835-94.7% |
| Admin fee / account holder | $1,532 | $657+133.1% | $6,033-74.6% | $1,002+52.9% |