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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 | $23,944 | $79,449-69.9% | $189,597-87.4% | $85,851-72.1% |
| Participation rate | 60.0% | 66.0%-6.0pp | 78.4%-18.4pp | 69.3%-9.3pp |
| Annual return | 11.57% | 18.45%-6.9pp | 64.20%-52.6pp | 318.63%-307.1pp |
| Employer contribution / active EE | $734 | $2,081-64.7% | $4,412-83.4% | $2,565-71.4% |
| Participant deferral / active EE | $1,071 | $4,051-73.6% | $6,174-82.6% | $3,952-72.9% |
| Admin fee / account holder | $1,278 | $5,377-76.2% | $9,807-87.0% | $6,261-79.6% |