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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 | $52,491 | $63,082-16.8% | $81,716-35.8% | $79,852-34.3% |
| Participation rate | 21.1% | 67.5%-46.5pp | 72.0%-50.9pp | 69.6%-48.6pp |
| Annual return | 7.82% | 22.66%-14.8pp | 29.49%-21.7pp | 31.72%-23.9pp |
| Employer contribution / active EE | $478 | $1,795-73.4% | $4,310-88.9% | $2,471-80.7% |
| Participant deferral / active EE | $902 | $2,780-67.6% | $7,108-87.3% | $3,740-75.9% |
| Admin fee / account holder | $12,140 | $4,428+174.1% | $5,159+135.3% | $5,306+128.8% |