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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 | $20,792 | $41,377-49.8% | $109,313-81.0% | $62,881-66.9% |
| Participation rate | 29.3% | 57.5%-28.3pp | 71.3%-42.0pp | 69.3%-40.0pp |
| Annual return | 4.83% | 11.05%-6.2pp | 22.07%-17.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $592 | $1,276-53.6% | $3,892-84.8% | $2,281-74.0% |
| Participant deferral / active EE | $647 | $2,045-68.4% | $3,166-79.6% | $3,203-79.8% |
| Admin fee / account holder | $2,565 | $2,884-11.1% | $5,666-54.7% | $4,296-40.3% |