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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 | $29,372 | $79,955-63.3% | $98,450-70.2% | $75,181-60.9% |
| Participation rate | 14.9% | 70.4%-55.5pp | 75.2%-60.3pp | 67.2%-52.3pp |
| Annual return | 11.10% | 19.75%-8.6pp | 21.16%-10.1pp | 160.69%-149.6pp |
| Employer contribution / active EE | $874 | $2,264-61.4% | $3,049-71.3% | $2,671-67.3% |
| Participant deferral / active EE | $788 | $3,752-79.0% | $4,739-83.4% | $4,126-80.9% |
| Admin fee / account holder | $5,201 | $6,841-24.0% | $8,961-42.0% | $5,650-7.9% |