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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 | $22,954 | $76,407-70.0% | $150,298-84.7% | $82,448-72.2% |
| Participation rate | 38.5% | 66.4%-27.9pp | 77.8%-39.3pp | 68.1%-29.6pp |
| Annual return | 9.18% | 39.99%-30.8pp | 62.79%-53.6pp | 41.64%-32.5pp |
| Employer contribution / active EE | $395 | $2,614-84.9% | $4,154-90.5% | $2,551-84.5% |
| Participant deferral / active EE | $482 | $3,214-85.0% | $5,453-91.2% | $4,139-88.4% |
| Admin fee / account holder | $22,978 | $6,352+261.7% | $14,116+62.8% | $7,234+217.6% |