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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 | $19,138 | $56,894-66.4% | $84,753-77.4% | $62,881-69.6% |
| Participation rate | 27.7% | 68.5%-40.8pp | 76.6%-48.9pp | 69.3%-41.6pp |
| Annual return | 1.99% | 6.30%-4.3pp | 22.78%-20.8pp | 20.14%-18.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $500 | $2,709-81.5% | $3,712-86.5% | $3,203-84.4% |
| Admin fee / account holder | $853 | $3,581-76.2% | $5,333-84.0% | $4,296-80.1% |