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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 | $29,566 | $71,230-58.5% | $93,727-68.5% | $80,959-63.5% |
| Participation rate | 52.6% | 60.4%-7.8pp | 68.7%-16.1pp | 67.7%-15.1pp |
| Annual return | 8.69% | 11.26%-2.6pp | 133.83%-125.1pp | 35.67%-27.0pp |
| Employer contribution / active EE | $594 | $1,565-62.1% | $2,421-75.5% | $2,757-78.5% |
| Participant deferral / active EE | $1,226 | $4,037-69.6% | $4,417-72.2% | $4,300-71.5% |
| Admin fee / account holder | $1,863 | $6,961-73.2% | $8,292-77.5% | $6,925-73.1% |