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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 | $26,084 | $42,683-38.9% | $112,860-76.9% | $64,340-59.5% |
| Participation rate | 53.2% | 58.7%-5.4pp | 66.3%-13.1pp | 55.2%-2.0pp |
| Annual return | 10.32% | 60.53%-50.2pp | 35.26%-24.9pp | 24.14%-13.8pp |
| Employer contribution / active EE | $1,254 | $1,274-1.6% | $2,206-43.2% | $1,862-32.6% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,493-100.0% | $2,980-100.0% |
| Admin fee / account holder | $2,459 | $3,670-33.0% | $6,841-64.1% | $3,703-33.6% |