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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 | $29,540 | $60,349-51.1% | $74,184-60.2% | $62,881-53.0% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 2.06% | 21.38%-19.3pp | 17.74%-15.7pp | 20.14%-18.1pp |
| Employer contribution / active EE | $574 | $1,680-65.9% | $2,370-75.8% | $2,281-74.8% |
| Participant deferral / active EE | $878 | $2,856-69.3% | $3,550-75.3% | $3,203-72.6% |
| Admin fee / account holder | $339 | $4,261-92.1% | $5,586-93.9% | $4,296-92.1% |