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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 | $43,011 | $49,249-12.7% | $70,476-39.0% | $79,852-46.1% |
| Participation rate | 26.2% | 69.2%-42.9pp | 75.1%-48.8pp | 69.6%-43.4pp |
| Annual return | 2.88% | 30.09%-27.2pp | 109.12%-106.2pp | 31.72%-28.8pp |
| Employer contribution / active EE | $1,858 | $2,100-11.5% | $2,738-32.1% | $2,471-24.8% |
| Participant deferral / active EE | $277 | $2,769-90.0% | $3,710-92.5% | $3,740-92.6% |
| Admin fee / account holder | $1,314 | $2,878-54.3% | $3,847-65.8% | $5,306-75.2% |