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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 | $17,133 | $49,255-65.2% | $70,494-75.7% | $79,856-78.5% |
| Participation rate | 68.8% | 69.2%-0.4pp | 75.1%-6.3pp | 69.6%-0.9pp |
| Annual return | 2.04% | 30.10%-28.1pp | 109.16%-107.1pp | 31.71%-29.7pp |
| Employer contribution / active EE | $1,118 | $2,100-46.7% | $2,738-59.2% | $2,471-54.7% |
| Participant deferral / active EE | $795 | $2,768-71.3% | $3,711-78.6% | $3,741-78.8% |
| Admin fee / account holder | $2,561 | $2,879-11.0% | $3,848-33.4% | $5,306-51.7% |