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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 | $24,223 | $81,504-70.3% | $102,437-76.4% | $80,959-70.1% |
| Participation rate | 37.8% | 66.9%-29.1pp | 74.5%-36.8pp | 67.7%-29.9pp |
| Annual return | 9.61% | 25.60%-16.0pp | 24.95%-15.3pp | 35.67%-26.1pp |
| Employer contribution / active EE | $2,603 | $3,104-16.1% | $3,871-32.8% | $2,757-5.6% |
| Participant deferral / active EE | $607 | $3,871-84.3% | $5,060-88.0% | $4,300-85.9% |
| Admin fee / account holder | $4,706 | $6,719-30.0% | $8,388-43.9% | $6,925-32.0% |