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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 | $28,026 | $75,541-62.9% | $152,093-81.6% | $82,637-66.1% |
| Participation rate | 37.6% | 66.5%-28.9pp | 77.8%-40.1pp | 68.1%-30.4pp |
| Annual return | 10.71% | 32.56%-21.8pp | 66.36%-55.6pp | 53.51%-42.8pp |
| Employer contribution / active EE | $3,233 | $2,622+23.3% | $4,175-22.6% | $2,552+26.7% |
| Participant deferral / active EE | $685 | $3,206-78.6% | $5,451-87.4% | $4,126-83.4% |
| Admin fee / account holder | $5,771 | $6,405-9.9% | $14,497-60.2% | $7,339-21.4% |