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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 | $25,681 | $76,551-66.5% | $123,894-79.3% | $62,881-59.2% |
| Participation rate | 41.2% | 73.0%-31.8pp | 81.4%-40.2pp | 69.3%-28.1pp |
| Annual return | 5.19% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $572 | $2,882-80.2% | $4,617-87.6% | $2,281-74.9% |
| Participant deferral / active EE | $1,863 | $4,840-61.5% | $5,984-68.9% | $3,203-41.8% |
| Admin fee / account holder | $6,007 | $4,826+24.5% | $8,357-28.1% | $4,296+39.8% |