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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 | $25,806 | $84,236-69.4% | $170,435-84.9% | $70,126-63.2% |
| Participation rate | 64.0% | 70.8%-6.8pp | 83.6%-19.6pp | 69.5%-5.5pp |
| Annual return | 9.41% | 23.06%-13.6pp | 205.94%-196.5pp | 73.15%-63.7pp |
| Employer contribution / active EE | $714 | $3,387-78.9% | $5,432-86.9% | $2,343-69.5% |
| Participant deferral / active EE | $834 | $3,086-73.0% | $4,939-83.1% | $3,332-75.0% |
| Admin fee / account holder | $4,232 | $5,698-25.7% | $13,881-69.5% | $4,645-8.9% |