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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 | $26,136 | $78,690-66.8% | $161,489-83.8% | $87,485-70.1% |
| Participation rate | 30.0% | 67.5%-37.5pp | 78.7%-48.7pp | 68.9%-38.9pp |
| Annual return | 11.16% | 32.74%-21.6pp | 89.72%-78.6pp | 26.06%-14.9pp |
| Employer contribution / active EE | $403 | $2,588-84.4% | $4,268-90.6% | $2,596-84.5% |
| Participant deferral / active EE | $571 | $3,311-82.7% | $5,630-89.9% | $4,274-86.6% |
| Admin fee / account holder | $2,234 | $6,724-66.8% | $16,006-86.0% | $7,775-71.3% |