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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 | $20,483 | $56,054-63.5% | $171,082-88.0% | $62,881-67.4% |
| Participation rate | 46.3% | 62.9%-16.5pp | 76.7%-30.4pp | 69.3%-23.0pp |
| Annual return | 0.61% | 22.52%-21.9pp | 32.56%-31.9pp | 20.14%-19.5pp |
| Employer contribution / active EE | $320 | $1,731-81.5% | $4,002-92.0% | $2,281-86.0% |
| Participant deferral / active EE | $1,007 | $3,158-68.1% | $4,797-79.0% | $3,203-68.6% |
| Admin fee / account holder | $7,731 | $3,647+112.0% | $8,520-9.3% | $4,296+80.0% |