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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 | $17,802 | $77,901-77.1% | $149,717-88.1% | $75,181-76.3% |
| Participation rate | 10.0% | 65.6%-55.6pp | 78.8%-68.8pp | 67.2%-57.2pp |
| Annual return | 0.75% | 31.73%-31.0pp | 134.41%-133.7pp | 160.69%-159.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $486 | $3,411-85.8% | $5,682-91.5% | $4,126-88.2% |
| Admin fee / account holder | $5,404 | $5,949-9.2% | $13,213-59.1% | $5,650-4.4% |