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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 | $21,725 | $46,534-53.3% | $64,097-66.1% | $75,177-71.1% |
| Participation rate | 23.5% | 65.9%-42.4pp | 72.3%-48.8pp | 67.2%-43.7pp |
| Annual return | 10.50% | 26.07%-15.6pp | 33.75%-23.2pp | 160.75%-150.2pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $394 | $2,835-86.1% | $3,881-89.8% | $4,126-90.4% |
| Admin fee / account holder | $5,453 | $2,957+84.4% | $3,070+77.6% | $5,651-3.5% |