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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 | $27,320 | $91,086-70.0% | $203,872-86.6% | $86,983-68.6% |
| Participation rate | 35.5% | 65.8%-30.3pp | 77.8%-42.3pp | 69.5%-34.1pp |
| Annual return | 8.04% | 22.30%-14.3pp | 85.11%-77.1pp | 25.83%-17.8pp |
| Employer contribution / active EE | $720 | $2,063-65.1% | $3,757-80.8% | $2,584-72.1% |
| Participant deferral / active EE | $1,059 | $4,019-73.7% | $6,388-83.4% | $4,194-74.8% |
| Admin fee / account holder | $6,246 | $8,987-30.5% | $11,730-46.7% | $7,856-20.5% |