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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 | $37,191 | $45,079-17.5% | $69,461-46.5% | $72,983-49.0% |
| Participation rate | 26.2% | 68.5%-42.3pp | 74.6%-48.4pp | 69.5%-43.3pp |
| Annual return | 3.04% | 22.65%-19.6pp | 28.97%-25.9pp | 81.01%-78.0pp |
| Employer contribution / active EE | $1,774 | $2,055-13.6% | $2,779-36.2% | $2,440-27.3% |
| Participant deferral / active EE | $200 | $2,603-92.3% | $3,536-94.3% | $3,608-94.5% |
| Admin fee / account holder | $2,484 | $3,056-18.7% | $3,840-35.3% | $5,124-51.5% |