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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 | $25,401 | $60,349-57.9% | $74,184-65.8% | $62,881-59.6% |
| Participation rate | 23.3% | 72.7%-49.4pp | 76.6%-53.3pp | 69.3%-46.0pp |
| Annual return | 1.63% | 21.38%-19.7pp | 17.74%-16.1pp | 20.14%-18.5pp |
| Employer contribution / active EE | $434 | $1,680-74.1% | $2,370-81.7% | $2,281-81.0% |
| Participant deferral / active EE | $869 | $2,856-69.6% | $3,550-75.5% | $3,203-72.9% |
| Admin fee / account holder | $2,470 | $4,261-42.0% | $5,586-55.8% | $4,296-42.5% |