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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 | $23,057 | $71,230-67.6% | $93,727-75.4% | $80,959-71.5% |
| Participation rate | 34.5% | 60.4%-25.9pp | 68.7%-34.2pp | 67.7%-33.2pp |
| Annual return | 6.25% | 11.26%-5.0pp | 133.83%-127.6pp | 35.67%-29.4pp |
| Employer contribution / active EE | $428 | $1,565-72.6% | $2,421-82.3% | $2,757-84.5% |
| Participant deferral / active EE | $632 | $4,037-84.4% | $4,417-85.7% | $4,300-85.3% |
| Admin fee / account holder | $3,016 | $6,961-56.7% | $8,292-63.6% | $6,925-56.4% |