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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 | $22,993 | $37,446-38.6% | $77,513-70.3% | $79,852-71.2% |
| Participation rate | 26.7% | 41.5%-14.9pp | 54.2%-27.5pp | 69.6%-43.0pp |
| Annual return | 2.09% | 39.76%-37.7pp | 54.81%-52.7pp | 31.72%-29.6pp |
| Employer contribution / active EE | $213 | $637-66.5% | $987-78.4% | $2,471-91.4% |
| Participant deferral / active EE | $238 | $1,261-81.1% | $1,861-87.2% | $3,740-93.6% |
| Admin fee / account holder | $25,823 | $2,506+930.4% | $2,859+803.2% | $5,306+386.7% |