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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 | $22,958 | $43,075-46.7% | $74,577-69.2% | $62,881-63.5% |
| Participation rate | 13.0% | 58.1%-45.1pp | 68.1%-55.1pp | 69.3%-56.3pp |
| Annual return | 3.56% | 17.50%-13.9pp | 20.47%-16.9pp | 20.14%-16.6pp |
| Employer contribution / active EE | $258 | $1,498-82.8% | $2,525-89.8% | $2,281-88.7% |
| Participant deferral / active EE | $442 | $2,389-81.5% | $3,458-87.2% | $3,203-86.2% |
| Admin fee / account holder | $596 | $2,840-79.0% | $4,138-85.6% | $4,296-86.1% |