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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 | $23,430 | $52,306-55.2% | $69,779-66.4% | $62,881-62.7% |
| Participation rate | 62.0% | 67.2%-5.2pp | 71.8%-9.8pp | 69.3%-7.3pp |
| Annual return | 3.80% | 13.35%-9.6pp | 12.99%-9.2pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,040 | $1,799-42.2% | $2,338-55.5% | $2,281-54.4% |
| Participant deferral / active EE | $555 | $2,395-76.8% | $2,931-81.1% | $3,203-82.7% |
| Admin fee / account holder | $1,104 | $3,691-70.1% | $4,381-74.8% | $4,296-74.3% |