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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 | $25,488 | $77,814-67.2% | $158,223-83.9% | $86,983-70.7% |
| Participation rate | 58.5% | 68.4%-9.9pp | 79.2%-20.7pp | 69.5%-11.0pp |
| Annual return | 11.93% | 30.54%-18.6pp | 52.09%-40.2pp | 25.83%-13.9pp |
| Employer contribution / active EE | $585 | $2,592-77.4% | $4,109-85.8% | $2,584-77.4% |
| Participant deferral / active EE | $794 | $3,270-75.7% | $5,467-85.5% | $4,194-81.1% |
| Admin fee / account holder | $333 | $5,879-94.3% | $16,047-97.9% | $7,856-95.8% |