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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 | $54,442 | $54,541-0.2% | $78,778-30.9% | $70,124-22.4% |
| Participation rate | 26.0% | 60.8%-34.8pp | 69.2%-43.2pp | 69.5%-43.5pp |
| Annual return | 10.86% | 21.07%-10.2pp | 35.62%-24.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $264 | $1,089-75.8% | $1,986-86.7% | $2,342-88.7% |
| Participant deferral / active EE | $739 | $2,210-66.6% | $2,958-75.0% | $3,332-77.8% |
| Admin fee / account holder | $7,491 | $3,709+102.0% | $5,134+45.9% | $4,645+61.3% |