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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 | $23,216 | $76,551-69.7% | $123,894-81.3% | $62,881-63.1% |
| Participation rate | 22.6% | 73.0%-50.4pp | 81.4%-58.8pp | 69.3%-46.7pp |
| Annual return | 5.37% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $740 | $2,882-74.3% | $4,617-84.0% | $2,281-67.6% |
| Participant deferral / active EE | $1,338 | $4,840-72.3% | $5,984-77.6% | $3,203-58.2% |
| Admin fee / account holder | $2,591 | $4,826-46.3% | $8,357-69.0% | $4,296-39.7% |