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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 | $15,220 | $58,627-74.0% | $76,735-80.2% | $82,448-81.5% |
| Participation rate | 20.0% | 63.2%-43.2pp | 69.5%-49.5pp | 68.1%-48.1pp |
| Annual return | 2.74% | 39.10%-36.4pp | 29.77%-27.0pp | 41.64%-38.9pp |
| Employer contribution / active EE | $419 | $1,729-75.7% | $2,454-82.9% | $2,551-83.6% |
| Participant deferral / active EE | $1,004 | $3,134-68.0% | $4,088-75.4% | $4,139-75.7% |
| Admin fee / account holder | $2,466 | $5,323-53.7% | $7,189-65.7% | $7,234-65.9% |