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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 | $21,209 | $96,558-78.0% | $80,977-73.8% | $273,972-92.3% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 2.47% | 15.14%-12.7pp | 17.11%-14.6pp | 41.46%-39.0pp |
| Employer contribution / active EE | $543 | $4,869-88.8% | $3,715-85.4% | $4,869-88.8% |
| Participant deferral / active EE | $748 | $6,598-88.7% | $5,696-86.9% | $5,287-85.8% |
| Admin fee / account holder | $2,000 | $7,493-73.3% | $5,517-63.7% | $10,133-80.3% |