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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 | $21,306 | $69,444-69.3% | $92,985-77.1% | $87,485-75.6% |
| Participation rate | 35.7% | 63.3%-27.6pp | 69.5%-33.8pp | 68.9%-33.2pp |
| Annual return | 10.97% | 23.85%-12.9pp | 27.99%-17.0pp | 26.06%-15.1pp |
| Employer contribution / active EE | $674 | $1,917-64.8% | $2,662-74.7% | $2,596-74.0% |
| Participant deferral / active EE | $895 | $3,364-73.4% | $4,377-79.5% | $4,274-79.0% |
| Admin fee / account holder | $6,169 | $6,137+0.5% | $9,463-34.8% | $7,775-20.7% |