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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 | $26,390 | $81,504-67.6% | $102,437-74.2% | $80,959-67.4% |
| Participation rate | 36.0% | 66.9%-30.9pp | 74.5%-38.5pp | 67.7%-31.7pp |
| Annual return | 10.44% | 25.60%-15.2pp | 24.95%-14.5pp | 35.67%-25.2pp |
| Employer contribution / active EE | $820 | $3,104-73.6% | $3,871-78.8% | $2,757-70.3% |
| Participant deferral / active EE | $1,167 | $3,871-69.8% | $5,060-76.9% | $4,300-72.9% |
| Admin fee / account holder | $1,400 | $6,719-79.2% | $8,388-83.3% | $6,925-79.8% |