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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 | $21,194 | $59,335-64.3% | $129,031-83.6% | $69,733-69.6% |
| Participation rate | 21.8% | 43.3%-21.5pp | 73.4%-51.5pp | 62.5%-40.6pp |
| Annual return | 4.12% | 19.52%-15.4pp | 34.67%-30.6pp | 15.22%-11.1pp |
| Employer contribution / active EE | $721 | $1,639-56.0% | $3,226-77.6% | $2,250-67.9% |
| Participant deferral / active EE | $420 | $2,485-83.1% | $5,217-91.9% | $3,054-86.2% |
| Admin fee / account holder | $5,747 | $3,940+45.8% | $13,208-56.5% | $3,102+85.3% |