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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 | $23,807 | $63,365-62.4% | $91,994-74.1% | $72,976-67.4% |
| Participation rate | 47.1% | 72.5%-25.5pp | 78.6%-31.6pp | 69.5%-22.4pp |
| Annual return | 17.35% | 35.35%-18.0pp | 69.04%-51.7pp | 81.02%-63.7pp |
| Employer contribution / active EE | $1,016 | $2,116-52.0% | $3,453-70.6% | $2,440-58.3% |
| Participant deferral / active EE | $614 | $4,883-87.4% | $5,924-89.6% | $3,608-83.0% |
| Admin fee / account holder | $2,194 | $4,670-53.0% | $7,744-71.7% | $5,124-57.2% |