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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 | $27,642 | $57,119-51.6% | $85,187-67.6% | $80,935-65.8% |
| Participation rate | 12.9% | 56.4%-43.5pp | 67.5%-54.6pp | 67.7%-54.8pp |
| Annual return | 9.62% | 21.70%-12.1pp | 66.67%-57.0pp | 35.66%-26.0pp |
| Employer contribution / active EE | $366 | $1,802-79.7% | $2,732-86.6% | $2,757-86.7% |
| Participant deferral / active EE | $601 | $3,115-80.7% | $4,525-86.7% | $4,299-86.0% |
| Admin fee / account holder | $594 | $4,990-88.1% | $6,162-90.4% | $6,924-91.4% |