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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 | $23,710 | $55,713-57.4% | $75,901-68.8% | $72,975-67.5% |
| Participation rate | 55.6% | 61.1%-5.6pp | 69.3%-13.7pp | 69.5%-13.9pp |
| Annual return | 12.15% | 27.60%-15.4pp | 30.76%-18.6pp | 81.01%-68.9pp |
| Employer contribution / active EE | $584 | $1,687-65.4% | $2,501-76.6% | $2,440-76.0% |
| Participant deferral / active EE | $782 | $2,634-70.3% | $3,603-78.3% | $3,608-78.3% |
| Admin fee / account holder | $4,700 | $3,980+18.1% | $5,420-13.3% | $5,124-8.3% |