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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 | $23,063 | $67,894-66.0% | $89,340-74.2% | $82,448-72.0% |
| Participation rate | 28.0% | 64.0%-36.0pp | 69.6%-41.6pp | 68.1%-40.1pp |
| Annual return | 12.72% | 19.21%-6.5pp | 20.57%-7.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $692 | $3,072-77.5% | $3,823-81.9% | $4,139-83.3% |
| Admin fee / account holder | $5,946 | $5,723+3.9% | $6,704-11.3% | $7,234-17.8% |