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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 | $22,067 | $56,287-60.8% | $80,977-72.7% | $62,881-64.9% |
| Participation rate | 27.1% | 68.9%-41.9pp | 75.8%-48.8pp | 69.3%-42.2pp |
| Annual return | 3.66% | 22.13%-18.5pp | 17.11%-13.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $464 | $1,943-76.1% | $3,715-87.5% | $2,281-79.7% |
| Participant deferral / active EE | $885 | $4,196-78.9% | $5,696-84.5% | $3,203-72.4% |
| Admin fee / account holder | $8,729 | $3,742+133.3% | $5,517+58.2% | $4,296+103.2% |