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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 | $23,575 | $76,551-69.2% | $123,894-81.0% | $62,881-62.5% |
| Participation rate | 67.4% | 73.0%-5.5pp | 81.4%-14.0pp | 69.3%-1.9pp |
| Annual return | 4.20% | 18.68%-14.5pp | 47.52%-43.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,588 | $2,882-44.9% | $4,617-65.6% | $2,281-30.4% |
| Participant deferral / active EE | $2,029 | $4,840-58.1% | $5,984-66.1% | $3,203-36.7% |
| Admin fee / account holder | $749 | $4,826-84.5% | $8,357-91.0% | $4,296-82.6% |