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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 | $22,299 | $64,462-65.4% | $81,482-72.6% | $80,911-72.4% |
| Participation rate | 35.3% | 63.9%-28.6pp | 69.5%-34.2pp | 67.6%-32.4pp |
| Annual return | 8.90% | 16.35%-7.5pp | 24.79%-15.9pp | 35.63%-26.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $285 | $3,094-90.8% | $3,885-92.7% | $4,297-93.4% |
| Admin fee / account holder | $733 | $5,678-87.1% | $5,761-87.3% | $6,935-89.4% |