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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 | $27,185 | $52,580-48.3% | $71,671-62.1% | $70,126-61.2% |
| Participation rate | 15.4% | 60.9%-45.5pp | 68.7%-53.4pp | 69.5%-54.2pp |
| Annual return | 8.61% | 20.25%-11.6pp | 20.65%-12.0pp | 73.15%-64.5pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $663 | $2,386-72.2% | $3,438-80.7% | $3,332-80.1% |
| Admin fee / account holder | $5,180 | $3,653+41.8% | $5,558-6.8% | $4,645+11.5% |