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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 | $24,531 | $48,078-49.0% | $78,676-68.8% | $62,881-61.0% |
| Participation rate | 63.6% | 65.2%-1.6pp | 73.6%-9.9pp | 69.3%-5.7pp |
| Annual return | 3.80% | 31.36%-27.6pp | 62.19%-58.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,323 | $2,015-34.3% | $2,850-53.6% | $2,281-42.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,899 | $3,206-40.8% | $4,510-57.9% | $4,296-55.8% |