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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 | $18,883 | $51,769-63.5% | $57,349-67.1% | $52,331-63.9% |
| Participation rate | 10.6% | 75.2%-64.7pp | 75.1%-64.5pp | 68.1%-57.5pp |
| Annual return | -1.53% | 2.43%-4.0pp | 24.40%-25.9pp | 4.54%-6.1pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $329 | $2,794-88.2% | $3,162-89.6% | $3,022-89.1% |
| Admin fee / account holder | $2,949 | $295+900.5% | $3,356-12.1% | $592+398.5% |