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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 | $23,770 | $60,349-60.6% | $74,183-68.0% | $62,891-62.2% |
| Participation rate | 60.0% | 72.7%-12.7pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | -4.19% | 21.37%-25.6pp | 17.74%-21.9pp | 20.14%-24.3pp |
| Employer contribution / active EE | $852 | $1,680-49.3% | $2,370-64.1% | $2,281-62.7% |
| Participant deferral / active EE | $1,168 | $2,856-59.1% | $3,550-67.1% | $3,203-63.5% |
| Admin fee / account holder | $1,993 | $4,261-53.2% | $5,586-64.3% | $4,296-53.6% |