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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 | $54,297-61.0% | $97,032-78.2% | $65,306-67.5% |
| Participation rate | 21.8% | 42.3%-20.5pp | 71.6%-49.7pp | 57.7%-35.9pp |
| Annual return | 4.12% | 21.17%-17.1pp | 35.38%-31.3pp | 21.94%-17.8pp |
| Employer contribution / active EE | $721 | $1,365-47.2% | $2,629-72.6% | $1,967-63.3% |
| Participant deferral / active EE | $420 | $2,259-81.4% | $4,672-91.0% | $2,959-85.8% |
| Admin fee / account holder | $5,747 | $3,744+53.5% | $9,418-39.0% | $3,480+65.1% |