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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 | $16,057 | $48,078-66.6% | $78,676-79.6% | $62,881-74.5% |
| Participation rate | 60.0% | 65.2%-5.2pp | 73.6%-13.6pp | 69.3%-9.3pp |
| Annual return | 2.91% | 31.36%-28.4pp | 62.19%-59.3pp | 20.14%-17.2pp |
| Employer contribution / active EE | $647 | $2,015-67.9% | $2,850-77.3% | $2,281-71.6% |
| Participant deferral / active EE | $677 | $2,587-73.8% | $3,517-80.7% | $3,203-78.8% |
| Admin fee / account holder | $3,204 | $3,206-0.1% | $4,510-29.0% | $4,296-25.4% |