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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 | $26,991 | $60,349-55.3% | $74,184-63.6% | $62,881-57.1% |
| Participation rate | 69.4% | 72.7%-3.4pp | 76.6%-7.3pp | 69.3%+0.1pp |
| Annual return | 4.18% | 21.38%-17.2pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $441 | $1,680-73.7% | $2,370-81.4% | $2,281-80.7% |
| Participant deferral / active EE | $991 | $2,856-65.3% | $3,550-72.1% | $3,203-69.1% |
| Admin fee / account holder | $4,051 | $4,261-4.9% | $5,586-27.5% | $4,296-5.7% |