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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 | $21,916 | $71,215-69.2% | $93,696-76.6% | $80,935-72.9% |
| Participation rate | 38.6% | 60.4%-21.8pp | 68.7%-30.1pp | 67.7%-29.0pp |
| Annual return | 9.40% | 11.27%-1.9pp | 133.74%-124.3pp | 35.66%-26.3pp |
| Employer contribution / active EE | $650 | $1,565-58.4% | $2,422-73.1% | $2,757-76.4% |
| Participant deferral / active EE | $1,063 | $4,037-73.7% | $4,417-75.9% | $4,299-75.3% |
| Admin fee / account holder | $8,655 | $6,958+24.4% | $8,287+4.5% | $6,924+25.0% |