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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 | $25,892 | $43,075-39.9% | $74,577-65.3% | $62,881-58.8% |
| Participation rate | 38.2% | 58.1%-19.8pp | 68.1%-29.9pp | 69.3%-31.1pp |
| Annual return | 1.16% | 17.50%-16.3pp | 20.47%-19.3pp | 20.14%-19.0pp |
| Employer contribution / active EE | $364 | $1,498-75.7% | $2,525-85.6% | $2,281-84.1% |
| Participant deferral / active EE | $19 | $2,389-99.2% | $3,458-99.4% | $3,203-99.4% |
| Admin fee / account holder | $2,846 | $2,840+0.2% | $4,138-31.2% | $4,296-33.8% |