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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 | $26,144 | $76,551-65.8% | $123,894-78.9% | $62,881-58.4% |
| Participation rate | 68.9% | 73.0%-4.1pp | 81.4%-12.5pp | 69.3%-0.4pp |
| Annual return | 2.32% | 18.68%-16.4pp | 47.52%-45.2pp | 20.14%-17.8pp |
| Employer contribution / active EE | $2,930 | $2,882+1.7% | $4,617-36.5% | $2,281+28.5% |
| Participant deferral / active EE | $842 | $4,840-82.6% | $5,984-85.9% | $3,203-73.7% |
| Admin fee / account holder | $7,797 | $4,826+61.6% | $8,357-6.7% | $4,296+81.5% |