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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 | $22,683 | $76,551-70.4% | $123,894-81.7% | $62,881-63.9% |
| Participation rate | 64.7% | 73.0%-8.3pp | 81.4%-16.7pp | 69.3%-4.6pp |
| Annual return | 5.68% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,693 | $2,882+28.1% | $4,617-20.0% | $2,281+61.9% |
| Participant deferral / active EE | $1,594 | $4,840-67.1% | $5,984-73.4% | $3,203-50.2% |
| Admin fee / account holder | $580 | $4,826-88.0% | $8,357-93.1% | $4,296-86.5% |