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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 | $20,721 | $45,079-54.0% | $69,461-70.2% | $72,983-71.6% |
| Participation rate | 43.6% | 68.5%-24.9pp | 74.6%-31.0pp | 69.5%-25.9pp |
| Annual return | 4.60% | 22.65%-18.1pp | 28.97%-24.4pp | 81.01%-76.4pp |
| Employer contribution / active EE | $407 | $2,055-80.2% | $2,779-85.4% | $2,440-83.3% |
| Participant deferral / active EE | $594 | $2,603-77.2% | $3,536-83.2% | $3,608-83.5% |
| Admin fee / account holder | $1,058 | $3,056-65.4% | $3,840-72.4% | $5,124-79.3% |