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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 | $25,895 | $56,054-53.8% | $171,082-84.9% | $62,881-58.8% |
| Participation rate | 20.0% | 62.9%-42.9pp | 76.7%-56.7pp | 69.3%-49.3pp |
| Annual return | 5.00% | 22.52%-17.5pp | 32.56%-27.6pp | 20.14%-15.1pp |
| Employer contribution / active EE | $283 | $1,731-83.6% | $4,002-92.9% | $2,281-87.6% |
| Participant deferral / active EE | $589 | $3,158-81.4% | $4,797-87.7% | $3,203-81.6% |
| Admin fee / account holder | $4,285 | $3,647+17.5% | $8,520-49.7% | $4,296-0.2% |