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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 | $55,889-54.2% | $76,119-66.4% | $80,935-68.4% |
| Participation rate | 30.4% | 62.1%-31.6pp | 69.1%-38.6pp | 67.7%-37.2pp |
| Annual return | 5.55% | 20.58%-15.0pp | 361.25%-355.7pp | 35.66%-30.1pp |
| Employer contribution / active EE | $1,515 | $1,866-18.8% | $2,693-43.7% | $2,757-45.1% |
| Participant deferral / active EE | $852 | $3,051-72.1% | $4,259-80.0% | $4,299-80.2% |
| Admin fee / account holder | $8,045 | $5,241+53.5% | $6,421+25.3% | $6,924+16.2% |