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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 | $24,429 | $89,370-72.7% | $141,197-82.7% | $72,976-66.5% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.5%-24.8pp | 69.5%-11.8pp |
| Annual return | 13.14% | 111.88%-98.7pp | 71.41%-58.3pp | 81.02%-67.9pp |
| Employer contribution / active EE | $1,134 | $3,115-63.6% | $4,736-76.1% | $2,440-53.5% |
| Participant deferral / active EE | $1,742 | $5,419-67.9% | $6,710-74.0% | $3,608-51.7% |
| Admin fee / account holder | $6,330 | $5,957+6.3% | $10,265-38.3% | $5,124+23.5% |