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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 | $22,002 | $53,777-59.1% | $134,155-83.6% | $79,858-72.4% |
| Participation rate | 19.4% | 58.8%-39.3pp | 72.2%-52.7pp | 69.6%-50.2pp |
| Annual return | 6.49% | 19.01%-12.5pp | 36.34%-29.9pp | 31.72%-25.2pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $367 | $2,420-84.8% | $3,500-89.5% | $3,740-90.2% |
| Admin fee / account holder | $5,832 | $3,984+46.4% | $6,685-12.8% | $5,306+9.9% |