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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 | $23,693 | $53,128-55.4% | $86,582-72.6% | $70,126-66.2% |
| Participation rate | 64.9% | 65.3%-0.4pp | 73.5%-8.7pp | 69.5%-4.7pp |
| Annual return | 7.09% | 27.66%-20.6pp | 965.08%-958.0pp | 73.15%-66.1pp |
| Employer contribution / active EE | $285 | $2,068-86.2% | $2,839-90.0% | $2,343-87.8% |
| Participant deferral / active EE | $665 | $2,695-75.3% | $3,609-81.6% | $3,332-80.0% |
| Admin fee / account holder | $3,230 | $3,584-9.9% | $4,904-34.1% | $4,645-30.5% |