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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 | $27,082 | $63,156-57.1% | $122,354-77.9% | $62,293-56.5% |
| Participation rate | 27.9% | 60.0%-32.1pp | 71.6%-43.7pp | 69.5%-41.6pp |
| Annual return | 12.95% | 20.61%-7.7pp | 30.28%-17.3pp | 28.90%-16.0pp |
| Employer contribution / active EE | $539 | $1,385-61.1% | $4,051-86.7% | $2,042-73.6% |
| Participant deferral / active EE | $740 | $2,321-68.1% | $3,287-77.5% | $3,169-76.7% |
| Admin fee / account holder | $933 | $440+112.1% | $5,479-83.0% | $479+94.6% |