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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 | $22,976 | $59,440-61.3% | $78,004-70.5% | $82,637-72.2% |
| Participation rate | 33.3% | 62.8%-29.5pp | 69.4%-36.1pp | 68.1%-34.7pp |
| Annual return | 5.05% | 40.24%-35.2pp | 31.07%-26.0pp | 53.51%-48.5pp |
| Employer contribution / active EE | $502 | $1,750-71.3% | $2,469-79.7% | $2,552-80.3% |
| Participant deferral / active EE | $985 | $3,138-68.6% | $4,092-75.9% | $4,126-76.1% |
| Admin fee / account holder | $883 | $5,504-83.9% | $7,578-88.3% | $7,339-88.0% |