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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 | $14,516 | $46,599-68.8% | $64,101-77.4% | $75,173-80.7% |
| Participation rate | 12.3% | 65.9%-53.6pp | 72.3%-60.0pp | 67.2%-54.9pp |
| Annual return | 2.45% | 26.06%-23.6pp | 33.72%-31.3pp | 160.72%-158.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $767 | $2,837-73.0% | $3,881-80.2% | $4,126-81.4% |
| Admin fee / account holder | $2,977 | $2,956+0.7% | $3,070-3.1% | $5,651-47.3% |