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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 | $18,829 | $59,839-68.5% | $81,991-77.0% | $79,852-76.4% |
| Participation rate | 35.8% | 61.6%-25.8pp | 69.3%-33.4pp | 69.6%-33.8pp |
| Annual return | 1.68% | 17.56%-15.9pp | 41.31%-39.6pp | 31.72%-30.0pp |
| Employer contribution / active EE | $909 | $1,713-47.0% | $2,498-63.6% | $2,471-63.2% |
| Participant deferral / active EE | $208 | $2,695-92.3% | $3,722-94.4% | $3,740-94.4% |
| Admin fee / account holder | $22,959 | $4,287+435.5% | $5,665+305.3% | $5,306+332.7% |