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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 | $25,933 | $71,230-63.6% | $93,727-72.3% | $80,959-68.0% |
| Participation rate | 16.4% | 60.4%-44.0pp | 68.7%-52.3pp | 67.7%-51.3pp |
| Annual return | 8.35% | 11.26%-2.9pp | 133.83%-125.5pp | 35.67%-27.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $99 | $4,037-97.6% | $4,417-97.8% | $4,300-97.7% |
| Admin fee / account holder | $348 | $6,961-95.0% | $8,292-95.8% | $6,925-95.0% |