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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 | $29,270 | $72,492-59.6% | $87,102-66.4% | $72,983-59.9% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.9%-34.0pp | 69.5%-26.6pp |
| Annual return | 2.38% | 24.46%-22.1pp | 28.19%-25.8pp | 81.01%-78.6pp |
| Employer contribution / active EE | $668 | $1,894-64.8% | $2,521-73.5% | $2,440-72.6% |
| Participant deferral / active EE | $1,290 | $3,270-60.6% | $4,048-68.1% | $3,608-64.2% |
| Admin fee / account holder | $389 | $5,055-92.3% | $7,491-94.8% | $5,124-92.4% |