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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 | $20,385 | $57,061-64.3% | $85,063-76.0% | $80,911-74.8% |
| Participation rate | 42.3% | 56.3%-14.0pp | 67.5%-25.2pp | 67.6%-25.3pp |
| Annual return | 10.43% | 21.66%-11.2pp | 66.54%-56.1pp | 35.63%-25.2pp |
| Employer contribution / active EE | $502 | $1,799-72.1% | $2,727-81.6% | $2,756-81.8% |
| Participant deferral / active EE | $679 | $3,110-78.2% | $4,523-85.0% | $4,297-84.2% |
| Admin fee / account holder | $373 | $4,986-92.5% | $6,155-93.9% | $6,935-94.6% |