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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 | $29,401 | $77,814-62.2% | $158,223-81.4% | $86,983-66.2% |
| Participation rate | 25.9% | 68.4%-42.5pp | 79.2%-53.3pp | 69.5%-43.6pp |
| Annual return | 5.83% | 30.54%-24.7pp | 52.09%-46.3pp | 25.83%-20.0pp |
| Employer contribution / active EE | $336 | $2,592-87.0% | $4,109-91.8% | $2,584-87.0% |
| Participant deferral / active EE | $672 | $3,270-79.4% | $5,467-87.7% | $4,194-84.0% |
| Admin fee / account holder | $28,861 | $5,879+390.9% | $16,047+79.9% | $7,856+267.4% |