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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 | $24,970 | $76,371-67.3% | $93,621-73.3% | $72,976-65.8% |
| Participation rate | 33.3% | 71.8%-38.4pp | 75.8%-42.5pp | 69.5%-36.2pp |
| Annual return | 3.30% | 25.82%-22.5pp | 32.76%-29.5pp | 81.02%-77.7pp |
| Employer contribution / active EE | $740 | $2,276-67.5% | $2,719-72.8% | $2,440-69.7% |
| Participant deferral / active EE | $766 | $3,538-78.4% | $4,070-81.2% | $3,608-78.8% |
| Admin fee / account holder | $1,191 | $6,839-82.6% | $7,890-84.9% | $5,124-76.8% |