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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 | $25,009 | $106,749-76.6% | $145,433-82.8% | $82,448-69.7% |
| Participation rate | 41.7% | 75.6%-34.0pp | 82.1%-40.5pp | 68.1%-26.4pp |
| Annual return | 12.04% | 27.59%-15.5pp | 66.58%-54.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $990 | $3,444-71.3% | $4,554-78.3% | $2,551-61.2% |
| Participant deferral / active EE | $2,053 | $6,519-68.5% | $7,897-74.0% | $4,139-50.4% |
| Admin fee / account holder | $3,628 | $8,390-56.8% | $13,129-72.4% | $7,234-49.9% |