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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 | $26,622 | $67,894-60.8% | $89,340-70.2% | $82,448-67.7% |
| Participation rate | 26.6% | 64.0%-37.5pp | 69.6%-43.0pp | 68.1%-41.5pp |
| Annual return | 4.64% | 19.21%-14.6pp | 20.57%-15.9pp | 41.64%-37.0pp |
| Employer contribution / active EE | $395 | $1,828-78.4% | $2,231-82.3% | $2,551-84.5% |
| Participant deferral / active EE | $948 | $3,072-69.1% | $3,823-75.2% | $4,139-77.1% |
| Admin fee / account holder | $51,314 | $5,723+796.6% | $6,704+665.5% | $7,234+609.3% |