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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 | $22,885 | $81,504-71.9% | $102,437-77.7% | $80,959-71.7% |
| Participation rate | 28.1% | 66.9%-38.7pp | 74.5%-46.4pp | 67.7%-39.5pp |
| Annual return | 8.38% | 25.60%-17.2pp | 24.95%-16.6pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,500 | $3,104-51.7% | $3,871-61.2% | $2,757-45.6% |
| Participant deferral / active EE | $1,530 | $3,871-60.5% | $5,060-69.8% | $4,300-64.4% |
| Admin fee / account holder | $7,623 | $6,719+13.4% | $8,388-9.1% | $6,925+10.1% |