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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 | $19,721 | $39,132-49.6% | $57,196-65.5% | $62,881-68.6% |
| Participation rate | 2.3% | 70.5%-68.2pp | 75.3%-73.1pp | 69.3%-67.0pp |
| Annual return | 1.02% | 9.24%-8.2pp | 14.59%-13.6pp | 20.14%-19.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $550 | $2,374-76.9% | $3,096-82.3% | $3,203-82.8% |
| Admin fee / account holder | $1,266 | $2,594-51.2% | $3,141-59.7% | $4,296-70.5% |