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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 | $25,112 | $98,776-74.6% | $149,745-83.2% | $79,856-68.6% |
| Participation rate | 44.7% | 75.8%-31.1pp | 82.5%-37.8pp | 69.6%-25.0pp |
| Annual return | 10.58% | 27.38%-16.8pp | 276.72%-266.1pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,473 | $3,217-54.2% | $4,646-68.3% | $2,471-40.4% |
| Participant deferral / active EE | $2,215 | $5,681-61.0% | $6,843-67.6% | $3,741-40.8% |
| Admin fee / account holder | $8,254 | $6,053+36.4% | $9,312-11.4% | $5,306+55.6% |