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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 | $86,050-60.7% | $189,758-82.2% | $94,015-64.0% |
| Participation rate | 26.8% | 68.9%-42.1pp | 79.8%-53.0pp | 70.8%-44.0pp |
| Annual return | 10.48% | 17.77%-7.3pp | 52.62%-42.1pp | 17.84%-7.4pp |
| Employer contribution / active EE | $662 | $2,819-76.5% | $4,767-86.1% | $2,790-76.3% |
| Participant deferral / active EE | $955 | $3,349-71.5% | $5,856-83.7% | $4,249-77.5% |
| Admin fee / account holder | $5,375 | $6,627-18.9% | $20,388-73.6% | $8,951-40.0% |