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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 | $24,164 | $106,749-77.4% | $145,433-83.4% | $82,448-70.7% |
| Participation rate | 35.3% | 75.6%-40.4pp | 82.1%-46.8pp | 68.1%-32.8pp |
| Annual return | 13.05% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $937 | $3,444-72.8% | $4,554-79.4% | $2,551-63.3% |
| Participant deferral / active EE | $1,751 | $6,519-73.1% | $7,897-77.8% | $4,139-57.7% |
| Admin fee / account holder | $5,926 | $8,390-29.4% | $13,129-54.9% | $7,234-18.1% |