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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 | $24,048 | $76,551-68.6% | $123,894-80.6% | $62,881-61.8% |
| Participation rate | 15.4% | 73.0%-57.6pp | 81.4%-66.0pp | 69.3%-53.9pp |
| Annual return | 5.70% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $893 | $2,882-69.0% | $4,617-80.6% | $2,281-60.8% |
| Participant deferral / active EE | $1,346 | $4,840-72.2% | $5,984-77.5% | $3,203-58.0% |
| Admin fee / account holder | $4,610 | $4,826-4.5% | $8,357-44.8% | $4,296+7.3% |