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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 | $99,875-75.0% | $146,866-83.0% | $86,983-71.2% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.5%-40.8pp | 69.5%-27.9pp |
| Annual return | 12.04% | 28.10%-16.1pp | 102.85%-90.8pp | 25.83%-13.8pp |
| Employer contribution / active EE | $990 | $3,224-69.3% | $4,425-77.6% | $2,584-61.7% |
| Participant deferral / active EE | $2,053 | $6,322-67.5% | $7,759-73.5% | $4,194-51.1% |
| Admin fee / account holder | $3,628 | $7,838-53.7% | $13,620-73.4% | $7,856-53.8% |