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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 | $26,354 | $72,273-63.5% | $101,275-74.0% | $79,856-67.0% |
| Participation rate | 24.1% | 68.5%-44.4pp | 75.8%-51.7pp | 69.6%-45.6pp |
| Annual return | 4.36% | 22.30%-17.9pp | 46.48%-42.1pp | 31.71%-27.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $514 | $3,282-84.3% | $4,371-88.2% | $3,741-86.3% |
| Admin fee / account holder | $714 | $4,401-83.8% | $5,948-88.0% | $5,306-86.6% |