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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 | $13,889 | $48,078-71.1% | $78,676-82.3% | $62,881-77.9% |
| Participation rate | 61.1% | 65.2%-4.1pp | 73.6%-12.5pp | 69.3%-8.2pp |
| Annual return | 2.29% | 31.36%-29.1pp | 62.19%-59.9pp | 20.14%-17.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $55 | $2,587-97.9% | $3,517-98.4% | $3,203-98.3% |
| Admin fee / account holder | $3,398 | $3,206+6.0% | $4,510-24.7% | $4,296-20.9% |