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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 | $73,787-18.7% | $98,716-39.2% | $82,448-27.2% |
| Participation rate | 18.8% | 61.4%-42.7pp | 69.3%-50.5pp | 68.1%-49.3pp |
| Annual return | 5.17% | 18.57%-13.4pp | 31.81%-26.6pp | 41.64%-36.5pp |
| Employer contribution / active EE | $335 | $1,511-77.8% | $2,279-85.3% | $2,551-86.9% |
| Participant deferral / active EE | $1,028 | $3,081-66.6% | $4,048-74.6% | $4,139-75.2% |
| Admin fee / account holder | $21,295 | $6,500+227.6% | $8,703+144.7% | $7,234+194.4% |