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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 | $23,386 | $76,551-69.5% | $123,894-81.1% | $62,881-62.8% |
| Participation rate | 67.2% | 73.0%-5.8pp | 81.4%-14.2pp | 69.3%-2.1pp |
| Annual return | 4.41% | 18.68%-14.3pp | 47.52%-43.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $714 | $2,882-75.2% | $4,617-84.5% | $2,281-68.7% |
| Participant deferral / active EE | $1,724 | $4,840-64.4% | $5,984-71.2% | $3,203-46.2% |
| Admin fee / account holder | $1,338 | $4,826-72.3% | $8,357-84.0% | $4,296-68.8% |