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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 | $17,554 | $81,276-78.4% | $155,574-88.7% | $80,925-78.3% |
| Participation rate | 21.1% | 66.2%-45.2pp | 78.2%-57.2pp | 67.7%-46.6pp |
| Annual return | 2.33% | 33.36%-31.0pp | 64.87%-62.5pp | 35.65%-33.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $306 | $3,453-91.1% | $5,629-94.6% | $4,299-92.9% |
| Admin fee / account holder | $837 | $7,993-89.5% | $15,914-94.7% | $6,940-87.9% |