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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 | $25,602 | $56,063-54.3% | $76,051-66.3% | $80,911-68.4% |
| Participation rate | 30.4% | 62.0%-31.6pp | 69.1%-38.6pp | 67.6%-37.2pp |
| Annual return | 5.55% | 20.54%-15.0pp | 360.42%-354.9pp | 35.63%-30.1pp |
| Employer contribution / active EE | $1,515 | $1,874-19.2% | $2,690-43.7% | $2,756-45.0% |
| Participant deferral / active EE | $852 | $3,052-72.1% | $4,257-80.0% | $4,297-80.2% |
| Admin fee / account holder | $8,045 | $5,240+53.5% | $6,416+25.4% | $6,935+16.0% |