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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 | $76,834-70.0% | $108,359-78.7% | $87,485-73.6% |
| Participation rate | 29.0% | 61.7%-32.7pp | 70.1%-41.1pp | 68.9%-39.9pp |
| Annual return | 11.12% | 19.09%-8.0pp | 36.89%-25.8pp | 26.06%-14.9pp |
| Employer contribution / active EE | $427 | $1,556-72.6% | $2,399-82.2% | $2,596-83.6% |
| Participant deferral / active EE | $805 | $3,100-74.0% | $4,137-80.6% | $4,274-81.2% |
| Admin fee / account holder | $7,218 | $6,537+10.4% | $9,741-25.9% | $7,775-7.2% |