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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 | $17,154 | $47,848-64.1% | $81,473-78.9% | $70,126-75.5% |
| Participation rate | 22.8% | 58.3%-35.5pp | 68.0%-45.2pp | 69.5%-46.7pp |
| Annual return | 5.99% | 27.25%-21.3pp | 38.78%-32.8pp | 73.15%-67.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $303 | $2,453-87.6% | $3,537-91.4% | $3,332-90.9% |
| Admin fee / account holder | $795 | $3,145-74.7% | $4,561-82.6% | $4,645-82.9% |