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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 | $27,204 | $63,845-57.4% | $81,370-66.6% | $80,959-66.4% |
| Participation rate | 20.0% | 63.9%-43.9pp | 69.5%-49.5pp | 67.7%-47.7pp |
| Annual return | 2.71% | 16.37%-13.7pp | 24.85%-22.1pp | 35.67%-33.0pp |
| Employer contribution / active EE | $934 | $1,980-52.8% | $2,464-62.1% | $2,757-66.1% |
| Participant deferral / active EE | $900 | $3,093-70.9% | $3,885-76.8% | $4,300-79.1% |
| Admin fee / account holder | $2,080 | $5,688-63.4% | $5,749-63.8% | $6,925-70.0% |