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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 | $28,890 | $59,804-51.7% | $81,982-64.8% | $79,856-63.8% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.3%-9.3pp | 69.6%-9.6pp |
| Annual return | 6.19% | 17.56%-11.4pp | 41.31%-35.1pp | 31.71%-25.5pp |
| Employer contribution / active EE | $733 | $1,713-57.2% | $2,498-70.7% | $2,471-70.3% |
| Participant deferral / active EE | $923 | $2,695-65.7% | $3,722-75.2% | $3,741-75.3% |
| Admin fee / account holder | $1,625 | $4,288-62.1% | $5,665-71.3% | $5,306-69.4% |