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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 | $27,461 | $49,657-44.7% | $93,063-70.5% | $67,986-59.6% |
| Participation rate | 23.7% | 49.9%-26.2pp | 72.1%-48.4pp | 57.2%-33.5pp |
| Annual return | 11.35% | 26.27%-14.9pp | 34.15%-22.8pp | 31.67%-20.3pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $420 | $2,484-83.1% | $3,958-89.4% | $3,358-87.5% |
| Admin fee / account holder | $5,561 | $2,843+95.6% | $6,033-7.8% | $3,203+73.6% |