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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 | $23,327 | $48,364-51.8% | $71,796-67.5% | $62,881-62.9% |
| Participation rate | 58.1% | 60.6%-2.6pp | 69.1%-11.0pp | 69.3%-11.2pp |
| Annual return | 2.79% | 13.16%-10.4pp | 78.04%-75.3pp | 20.14%-17.4pp |
| Employer contribution / active EE | $457 | $1,042-56.2% | $1,924-76.3% | $2,281-80.0% |
| Participant deferral / active EE | $535 | $2,091-74.4% | $2,794-80.9% | $3,203-83.3% |
| Admin fee / account holder | $420 | $3,771-88.9% | $4,815-91.3% | $4,296-90.2% |