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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 | $19,206 | $49,255-61.0% | $70,494-72.8% | $79,856-75.9% |
| Participation rate | 40.5% | 69.2%-28.7pp | 75.1%-34.6pp | 69.6%-29.2pp |
| Annual return | 2.25% | 30.10%-27.9pp | 109.16%-106.9pp | 31.71%-29.5pp |
| Employer contribution / active EE | $475 | $2,100-77.4% | $2,738-82.6% | $2,471-80.8% |
| Participant deferral / active EE | $812 | $2,768-70.7% | $3,711-78.1% | $3,741-78.3% |
| Admin fee / account holder | $4,579 | $2,879+59.0% | $3,848+19.0% | $5,306-13.7% |