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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 | $52,722 | $60,349-12.6% | $74,184-28.9% | $62,881-16.2% |
| Participation rate | 27.3% | 72.7%-45.5pp | 76.6%-49.3pp | 69.3%-42.0pp |
| Annual return | 4.59% | 21.38%-16.8pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $356 | $1,680-78.8% | $2,370-85.0% | $2,281-84.4% |
| Participant deferral / active EE | $890 | $2,856-68.8% | $3,550-74.9% | $3,203-72.2% |
| Admin fee / account holder | $4,858 | $4,261+14.0% | $5,586-13.0% | $4,296+13.1% |