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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 | $23,066 | $73,787-68.7% | $98,716-76.6% | $82,448-72.0% |
| Participation rate | 29.0% | 61.4%-32.4pp | 69.3%-40.3pp | 68.1%-39.0pp |
| Annual return | 11.12% | 18.57%-7.4pp | 31.81%-20.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $427 | $1,511-71.7% | $2,279-81.3% | $2,551-83.3% |
| Participant deferral / active EE | $805 | $3,081-73.9% | $4,048-80.1% | $4,139-80.6% |
| Admin fee / account holder | $7,218 | $6,500+11.0% | $8,703-17.1% | $7,234-0.2% |