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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 | $26,984 | $76,551-64.7% | $123,894-78.2% | $62,881-57.1% |
| Participation rate | 52.9% | 73.0%-20.0pp | 81.4%-28.5pp | 69.3%-16.4pp |
| Annual return | 3.40% | 18.68%-15.3pp | 47.52%-44.1pp | 20.14%-16.7pp |
| Employer contribution / active EE | $558 | $2,882-80.7% | $4,617-87.9% | $2,281-75.6% |
| Participant deferral / active EE | $1,426 | $4,840-70.5% | $5,984-76.2% | $3,203-55.5% |
| Admin fee / account holder | $7,042 | $4,826+45.9% | $8,357-15.7% | $4,296+63.9% |