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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 | $16,884 | $48,078-64.9% | $78,676-78.5% | $62,881-73.1% |
| Participation rate | 35.5% | 65.2%-29.7pp | 73.6%-38.1pp | 69.3%-33.8pp |
| Annual return | 3.31% | 31.36%-28.0pp | 62.19%-58.9pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $308 | $2,587-88.1% | $3,517-91.2% | $3,203-90.4% |
| Admin fee / account holder | $586 | $3,206-81.7% | $4,510-87.0% | $4,296-86.4% |