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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 | $23,000 | $47,848-51.9% | $81,473-71.8% | $70,126-67.2% |
| Participation rate | 20.0% | 58.3%-38.3pp | 68.0%-48.0pp | 69.5%-49.5pp |
| Annual return | 8.82% | 27.25%-18.4pp | 38.78%-30.0pp | 73.15%-64.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $643 | $2,453-73.8% | $3,537-81.8% | $3,332-80.7% |
| Admin fee / account holder | $2,212 | $3,145-29.7% | $4,561-51.5% | $4,645-52.4% |