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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 | $59,985 | $83,898-28.5% | $133,346-55.0% | $94,015-36.2% |
| Participation rate | 18.8% | 63.4%-44.6pp | 72.8%-54.1pp | 70.8%-52.1pp |
| Annual return | 5.17% | 16.00%-10.8pp | 36.85%-31.7pp | 17.84%-12.7pp |
| Employer contribution / active EE | $335 | $1,821-81.6% | $2,853-88.3% | $2,790-88.0% |
| Participant deferral / active EE | $1,028 | $3,245-68.3% | $4,332-76.3% | $4,249-75.8% |
| Admin fee / account holder | $21,295 | $7,809+172.7% | $14,264+49.3% | $8,951+137.9% |