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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 | $17,859 | $56,894-68.6% | $84,753-78.9% | $62,881-71.6% |
| Participation rate | 51.2% | 68.5%-17.3pp | 76.6%-25.4pp | 69.3%-18.1pp |
| Annual return | -2.51% | 6.30%-8.8pp | 22.78%-25.3pp | 20.14%-22.7pp |
| Employer contribution / active EE | $654 | $2,400-72.7% | $3,574-81.7% | $2,281-71.3% |
| Participant deferral / active EE | $593 | $2,709-78.1% | $3,712-84.0% | $3,203-81.5% |
| Admin fee / account holder | $1,762 | $3,581-50.8% | $5,333-67.0% | $4,296-59.0% |