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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 | $21,908 | $48,078-54.4% | $78,676-72.2% | $62,881-65.2% |
| Participation rate | 19.4% | 65.2%-45.9pp | 73.6%-54.2pp | 69.3%-49.9pp |
| Annual return | 4.31% | 31.36%-27.0pp | 62.19%-57.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $374 | $2,015-81.4% | $2,850-86.9% | $2,281-83.6% |
| Participant deferral / active EE | $611 | $2,587-76.4% | $3,517-82.6% | $3,203-80.9% |
| Admin fee / account holder | $1,723 | $3,206-46.3% | $4,510-61.8% | $4,296-59.9% |