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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 | $26,632 | $72,027-63.0% | $185,861-85.7% | $79,856-66.6% |
| Participation rate | 43.3% | 65.8%-22.4pp | 78.0%-34.7pp | 69.6%-26.3pp |
| Annual return | 9.36% | 23.13%-13.8pp | 35.96%-26.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $512 | $1,965-74.0% | $4,088-87.5% | $2,471-79.3% |
| Participant deferral / active EE | $1,032 | $3,780-72.7% | $5,634-81.7% | $3,741-72.4% |
| Admin fee / account holder | $20,877 | $4,513+362.6% | $9,503+119.7% | $5,306+293.4% |