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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 | $32,185 | $75,541-57.4% | $152,093-78.8% | $82,637-61.1% |
| Participation rate | 23.5% | 66.5%-43.0pp | 77.8%-54.2pp | 68.1%-44.5pp |
| Annual return | 9.13% | 32.56%-23.4pp | 66.36%-57.2pp | 53.51%-44.4pp |
| Employer contribution / active EE | $436 | $2,622-83.4% | $4,175-89.6% | $2,552-82.9% |
| Participant deferral / active EE | $568 | $3,206-82.3% | $5,451-89.6% | $4,126-86.2% |
| Admin fee / account holder | $4,183 | $6,405-34.7% | $14,497-71.1% | $7,339-43.0% |