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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 | $17,693 | $99,345-82.2% | $84,753-79.1% | $273,972-93.5% |
| Participation rate | 47.6% | 80.7%-33.1pp | 76.6%-29.0pp | 83.0%-35.4pp |
| Annual return | 2.01% | 22.93%-20.9pp | 22.78%-20.8pp | 41.46%-39.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $300 | $4,270-93.0% | $3,712-91.9% | $5,287-94.3% |
| Admin fee / account holder | $877 | $6,645-86.8% | $5,333-83.6% | $10,133-91.3% |