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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 | $33,843 | $78,690-57.0% | $161,489-79.0% | $87,485-61.3% |
| Participation rate | 26.8% | 67.5%-40.6pp | 78.7%-51.9pp | 68.9%-42.1pp |
| Annual return | 10.48% | 32.74%-22.3pp | 89.72%-79.2pp | 26.06%-15.6pp |
| Employer contribution / active EE | $662 | $2,588-74.4% | $4,268-84.5% | $2,596-74.5% |
| Participant deferral / active EE | $955 | $3,311-71.2% | $5,630-83.0% | $4,274-77.7% |
| Admin fee / account holder | $5,375 | $6,724-20.1% | $16,006-66.4% | $7,775-30.9% |