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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 | $14,525 | $52,279-72.2% | $89,435-83.8% | $79,856-81.8% |
| Participation rate | 30.8% | 57.5%-26.8pp | 68.0%-37.2pp | 69.6%-38.9pp |
| Annual return | 4.04% | 22.16%-18.1pp | 245.55%-241.5pp | 31.71%-27.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $394 | $2,740-85.6% | $3,890-89.9% | $3,741-89.5% |
| Admin fee / account holder | $509 | $3,356-84.8% | $4,884-89.6% | $5,306-90.4% |