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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 | $21,061 | $59,839-64.8% | $81,988-74.3% | $79,858-73.6% |
| Participation rate | 26.9% | 61.6%-34.7pp | 69.3%-42.3pp | 69.6%-42.7pp |
| Annual return | 5.99% | 17.56%-11.6pp | 41.31%-35.3pp | 31.72%-25.7pp |
| Employer contribution / active EE | $1,001 | $1,713-41.6% | $2,498-59.9% | $2,471-59.5% |
| Participant deferral / active EE | $792 | $2,695-70.6% | $3,722-78.7% | $3,740-78.8% |
| Admin fee / account holder | $16,973 | $4,287+295.9% | $5,665+199.6% | $5,306+219.9% |