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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 | $27,693 | $41,377-33.1% | $109,313-74.7% | $62,881-56.0% |
| Participation rate | 27.0% | 57.5%-30.5pp | 71.3%-44.2pp | 69.3%-42.3pp |
| Annual return | 0.55% | 11.05%-10.5pp | 22.07%-21.5pp | 20.14%-19.6pp |
| Employer contribution / active EE | $308 | $1,276-75.8% | $3,892-92.1% | $2,281-86.5% |
| Participant deferral / active EE | $490 | $2,045-76.0% | $3,166-84.5% | $3,203-84.7% |
| Admin fee / account holder | $2,417 | $2,884-16.2% | $5,666-57.3% | $4,296-43.7% |