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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 | $21,078 | $55,713-62.2% | $75,894-72.2% | $72,983-71.1% |
| Participation rate | 17.2% | 61.1%-43.9pp | 69.3%-52.0pp | 69.5%-52.2pp |
| Annual return | 11.60% | 27.60%-16.0pp | 30.76%-19.2pp | 81.01%-69.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $23 | $2,634-99.1% | $3,603-99.4% | $3,608-99.4% |
| Admin fee / account holder | $359 | $3,980-91.0% | $5,420-93.4% | $5,124-93.0% |