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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 | $72,607-63.3% | $90,259-70.5% | $87,485-69.6% |
| Participation rate | 26.6% | 64.8%-38.2pp | 70.7%-44.2pp | 68.9%-42.3pp |
| Annual return | 4.64% | 18.59%-13.9pp | 18.88%-14.2pp | 26.06%-21.4pp |
| Employer contribution / active EE | $395 | $1,919-79.4% | $2,291-82.8% | $2,596-84.8% |
| Participant deferral / active EE | $948 | $3,055-69.0% | $3,827-75.2% | $4,274-77.8% |
| Admin fee / account holder | $51,314 | $5,947+762.9% | $7,267+606.1% | $7,775+560.0% |