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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 | $106,524-76.5% | $152,301-83.6% | $87,485-71.4% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.4%-40.8pp | 68.9%-27.3pp |
| Annual return | 12.04% | 26.89%-14.8pp | 80.50%-68.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $990 | $3,371-70.6% | $4,624-78.6% | $2,596-61.9% |
| Participant deferral / active EE | $2,053 | $6,525-68.5% | $8,004-74.4% | $4,274-52.0% |
| Admin fee / account holder | $3,628 | $8,287-56.2% | $14,398-74.8% | $7,775-53.3% |