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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 | $21,475 | $35,183-39.0% | $73,550-70.8% | $70,126-69.4% |
| Participation rate | 21.3% | 42.9%-21.6pp | 54.9%-33.6pp | 69.5%-48.2pp |
| Annual return | 9.30% | 26.90%-17.6pp | -15.16%+24.5pp | 73.15%-63.9pp |
| Employer contribution / active EE | $202 | $709-71.5% | $1,219-83.4% | $2,343-91.4% |
| Participant deferral / active EE | $265 | $1,220-78.3% | $1,804-85.3% | $3,332-92.0% |
| Admin fee / account holder | $8,745 | $2,302+279.9% | $2,320+277.0% | $4,645+88.3% |