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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 | $25,392 | $78,670-67.7% | $109,173-76.7% | $85,847-70.4% |
| Participation rate | 29.4% | 68.3%-38.9pp | 75.9%-46.5pp | 69.3%-39.9pp |
| Annual return | 9.12% | 25.09%-16.0pp | 25.75%-16.6pp | 318.61%-309.5pp |
| Employer contribution / active EE | $943 | $2,734-65.5% | $3,723-74.7% | $2,565-63.2% |
| Participant deferral / active EE | $1,055 | $3,467-69.6% | $4,654-77.3% | $3,952-73.3% |
| Admin fee / account holder | $477 | $5,469-91.3% | $6,755-92.9% | $6,261-92.4% |