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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 | $15,810 | $75,720-79.1% | $90,312-82.5% | $86,983-81.8% |
| Participation rate | 59.6% | 66.3%-6.7pp | 72.9%-13.3pp | 69.5%-10.0pp |
| Annual return | 10.81% | 18.55%-7.7pp | 18.90%-8.1pp | 25.83%-15.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $637 | $3,001-78.8% | $3,749-83.0% | $4,194-84.8% |
| Admin fee / account holder | $3,030 | $6,201-51.1% | $8,248-63.3% | $7,856-61.4% |