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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 | $21,500 | $56,544-62.0% | $75,501-71.5% | $70,124-69.3% |
| Participation rate | 69.2% | 68.1%+1.1pp | 72.4%-3.1pp | 69.5%-0.3pp |
| Annual return | 7.17% | 23.59%-16.4pp | 27.35%-20.2pp | 73.14%-66.0pp |
| Employer contribution / active EE | $1,154 | $1,817-36.5% | $2,352-50.9% | $2,342-50.7% |
| Participant deferral / active EE | $536 | $2,580-79.2% | $3,142-82.9% | $3,332-83.9% |
| Admin fee / account holder | $595 | $3,827-84.4% | $5,801-89.7% | $4,645-87.2% |