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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 | $24,609 | $68,880-64.3% | $120,580-79.6% | $80,959-69.6% |
| Participation rate | 32.4% | 61.7%-29.3pp | 72.0%-39.5pp | 67.7%-35.2pp |
| Annual return | 9.85% | 23.68%-13.8pp | 107.48%-97.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $623 | $2,066-69.8% | $3,469-82.0% | $2,757-77.4% |
| Participant deferral / active EE | $994 | $3,191-68.8% | $4,995-80.1% | $4,300-76.9% |
| Admin fee / account holder | $8,969 | $5,785+55.0% | $9,418-4.8% | $6,925+29.5% |