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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 | $24,787 | $60,349-58.9% | $74,184-66.6% | $62,881-60.6% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 4.41% | 21.38%-17.0pp | 17.74%-13.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $502 | $1,680-70.1% | $2,370-78.8% | $2,281-78.0% |
| Participant deferral / active EE | $970 | $2,856-66.0% | $3,550-72.7% | $3,203-69.7% |
| Admin fee / account holder | $1,296 | $4,261-69.6% | $5,586-76.8% | $4,296-69.8% |