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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 | $37,156-63.9% | $83,854-84.0% | $86,983-84.6% |
| Participation rate | 8.0% | 49.1%-41.1pp | 59.1%-51.1pp | 69.5%-61.5pp |
| Annual return | -0.41% | 29.88%-30.3pp | 31.39%-31.8pp | 25.83%-26.2pp |
| Employer contribution / active EE | $202 | $661-69.5% | $1,017-80.2% | $2,584-92.2% |
| Participant deferral / active EE | $241 | $1,418-83.0% | $2,035-88.2% | $4,194-94.3% |
| Admin fee / account holder | $502 | $2,510-80.0% | $3,197-84.3% | $7,856-93.6% |