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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 | $22,654 | $96,558-76.5% | $80,977-72.0% | $273,972-91.7% |
| Participation rate | 57.1% | 79.1%-21.9pp | 75.8%-18.7pp | 83.0%-25.9pp |
| Annual return | 2.65% | 15.14%-12.5pp | 17.11%-14.5pp | 41.46%-38.8pp |
| Employer contribution / active EE | $570 | $4,869-88.3% | $3,715-84.7% | $4,869-88.3% |
| Participant deferral / active EE | $637 | $6,598-90.3% | $5,696-88.8% | $5,287-88.0% |
| Admin fee / account holder | $8,984 | $7,493+19.9% | $5,517+62.9% | $10,133-11.3% |