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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 | $22,105 | $78,013-71.7% | $178,449-87.6% | $80,911-72.7% |
| Participation rate | 30.5% | 65.7%-35.2pp | 77.1%-46.6pp | 67.6%-37.1pp |
| Annual return | 9.30% | 18.07%-8.8pp | 27.09%-17.8pp | 35.63%-26.3pp |
| Employer contribution / active EE | $591 | $2,287-74.2% | $3,951-85.1% | $2,756-78.6% |
| Participant deferral / active EE | $1,155 | $4,408-73.8% | $6,277-81.6% | $4,297-73.1% |
| Admin fee / account holder | $2,466 | $7,166-65.6% | $10,362-76.2% | $6,935-64.4% |