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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 | $20,957 | $56,277-62.8% | $80,976-74.1% | $62,891-66.7% |
| Participation rate | 14.3% | 69.0%-54.7pp | 75.8%-61.5pp | 69.3%-55.0pp |
| Annual return | 2.77% | 22.12%-19.4pp | 17.10%-14.3pp | 20.14%-17.4pp |
| Employer contribution / active EE | $305 | $1,943-84.3% | $3,714-91.8% | $2,281-86.6% |
| Participant deferral / active EE | $724 | $4,195-82.7% | $5,696-87.3% | $3,203-77.4% |
| Admin fee / account holder | $9,056 | $3,741+142.1% | $5,516+64.2% | $4,296+110.8% |