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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 | $23,259 | $72,027-67.7% | $185,835-87.5% | $79,852-70.9% |
| Participation rate | 20.7% | 65.8%-45.1pp | 78.0%-57.4pp | 69.6%-48.9pp |
| Annual return | 11.32% | 23.13%-11.8pp | 35.96%-24.6pp | 31.72%-20.4pp |
| Employer contribution / active EE | $384 | $1,965-80.5% | $4,087-90.6% | $2,471-84.5% |
| Participant deferral / active EE | $589 | $3,780-84.4% | $5,633-89.5% | $3,740-84.3% |
| Admin fee / account holder | $3,787 | $4,513-16.1% | $9,502-60.1% | $5,306-28.6% |