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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 | $22,438 | $65,367-65.7% | $92,915-75.9% | $72,976-69.3% |
| Participation rate | 63.0% | 68.3%-5.3pp | 76.0%-13.0pp | 69.5%-6.5pp |
| Annual return | 15.89% | 42.11%-26.2pp | 109.45%-93.6pp | 81.02%-65.1pp |
| Employer contribution / active EE | $1,914 | $2,594-26.2% | $3,653-47.6% | $2,440-21.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,389 | $4,251-67.3% | $5,796-76.0% | $5,124-72.9% |