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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 | $53,799 | $77,962-31.0% | $178,540-69.9% | $80,935-33.5% |
| Participation rate | 58.6% | 65.7%-7.0pp | 77.1%-18.5pp | 67.7%-9.0pp |
| Annual return | 5.51% | 18.10%-12.6pp | 27.15%-21.6pp | 35.66%-30.2pp |
| Employer contribution / active EE | $943 | $2,280-58.7% | $3,953-76.2% | $2,757-65.8% |
| Participant deferral / active EE | $1,097 | $4,404-75.1% | $6,281-82.5% | $4,299-74.5% |
| Admin fee / account holder | $631 | $7,156-91.2% | $10,424-93.9% | $6,924-90.9% |