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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 | $17,376 | $52,580-67.0% | $71,671-75.8% | $70,126-75.2% |
| Participation rate | 21.2% | 60.9%-39.7pp | 68.7%-47.5pp | 69.5%-48.3pp |
| Annual return | 11.18% | 20.25%-9.1pp | 20.65%-9.5pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $180 | $2,386-92.5% | $3,438-94.8% | $3,332-94.6% |
| Admin fee / account holder | $3,641 | $3,653-0.3% | $5,558-34.5% | $4,645-21.6% |