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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 | $26,263 | $56,287-53.3% | $80,977-67.6% | $62,881-58.2% |
| Participation rate | 43.8% | 68.9%-25.2pp | 75.8%-32.1pp | 69.3%-25.6pp |
| Annual return | 3.12% | 22.13%-19.0pp | 17.11%-14.0pp | 20.14%-17.0pp |
| Employer contribution / active EE | $925 | $1,943-52.4% | $3,715-75.1% | $2,281-59.5% |
| Participant deferral / active EE | $1,393 | $4,196-66.8% | $5,696-75.5% | $3,203-56.5% |
| Admin fee / account holder | $3,724 | $3,742-0.5% | $5,517-32.5% | $4,296-13.3% |