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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 | $13,407 | $36,948-63.7% | $73,658-81.8% | $87,485-84.7% |
| Participation rate | 8.0% | 46.8%-38.8pp | 57.0%-49.0pp | 68.9%-60.9pp |
| Annual return | -0.41% | 28.64%-29.0pp | 29.72%-30.1pp | 26.06%-26.5pp |
| Employer contribution / active EE | $202 | $670-69.9% | $1,032-80.4% | $2,596-92.2% |
| Participant deferral / active EE | $241 | $1,379-82.6% | $2,062-88.3% | $4,274-94.4% |
| Admin fee / account holder | $502 | $2,531-80.2% | $3,357-85.0% | $7,775-93.5% |