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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 | $33,900 | $106,864-68.3% | $147,318-77.0% | $82,637-59.0% |
| Participation rate | 68.6% | 75.5%-6.9pp | 82.1%-13.5pp | 68.1%+0.5pp |
| Annual return | 12.55% | 27.49%-14.9pp | 70.43%-57.9pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,327 | $3,417-61.1% | $4,593-71.1% | $2,552-48.0% |
| Participant deferral / active EE | $1,611 | $6,496-75.2% | $7,906-79.6% | $4,126-61.0% |
| Admin fee / account holder | $1,337 | $8,415-84.1% | $13,708-90.2% | $7,339-81.8% |