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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 | $26,863 | $71,230-62.3% | $93,727-71.3% | $80,959-66.8% |
| Participation rate | 17.8% | 60.4%-42.6pp | 68.7%-50.9pp | 67.7%-49.9pp |
| Annual return | 8.12% | 11.26%-3.1pp | 133.83%-125.7pp | 35.67%-27.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $592 | $4,037-85.3% | $4,417-86.6% | $4,300-86.2% |
| Admin fee / account holder | $1,864 | $6,961-73.2% | $8,292-77.5% | $6,925-73.1% |