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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 | $19,207 | $63,809-69.9% | $81,353-76.4% | $80,935-76.3% |
| Participation rate | 30.8% | 63.9%-33.1pp | 69.5%-38.8pp | 67.7%-36.9pp |
| Annual return | -0.84% | 16.37%-17.2pp | 24.82%-25.7pp | 35.66%-36.5pp |
| Employer contribution / active EE | $543 | $1,981-72.6% | $2,464-78.0% | $2,757-80.3% |
| Participant deferral / active EE | $558 | $3,093-82.0% | $3,885-85.6% | $4,299-87.0% |
| Admin fee / account holder | $4,886 | $5,686-14.1% | $5,766-15.3% | $6,924-29.4% |