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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 | $23,334 | $81,262-71.3% | $155,602-85.0% | $80,911-71.2% |
| Participation rate | 38.5% | 66.2%-27.8pp | 78.2%-39.7pp | 67.6%-29.2pp |
| Annual return | 8.51% | 33.34%-24.8pp | 64.81%-56.3pp | 35.63%-27.1pp |
| Employer contribution / active EE | $633 | $3,102-79.6% | $4,675-86.5% | $2,756-77.0% |
| Participant deferral / active EE | $272 | $3,451-92.1% | $5,629-95.2% | $4,297-93.7% |
| Admin fee / account holder | $4,048 | $7,992-49.4% | $15,923-74.6% | $6,935-41.6% |