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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 | $21,890 | $56,054-60.9% | $171,082-87.2% | $62,881-65.2% |
| Participation rate | 17.5% | 62.9%-45.3pp | 76.7%-59.2pp | 69.3%-51.8pp |
| Annual return | 2.83% | 22.52%-19.7pp | 32.56%-29.7pp | 20.14%-17.3pp |
| Employer contribution / active EE | $309 | $1,731-82.1% | $4,002-92.3% | $2,281-86.4% |
| Participant deferral / active EE | $674 | $3,158-78.7% | $4,797-86.0% | $3,203-79.0% |
| Admin fee / account holder | $24,218 | $3,647+564.1% | $8,520+184.3% | $4,296+463.8% |