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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 | $26,150 | $71,197-63.3% | $93,669-72.1% | $80,925-67.7% |
| Participation rate | 25.9% | 60.4%-34.5pp | 68.7%-42.8pp | 67.7%-41.7pp |
| Annual return | 7.87% | 11.27%-3.4pp | 133.59%-125.7pp | 35.65%-27.8pp |
| Employer contribution / active EE | $634 | $1,565-59.5% | $2,424-73.9% | $2,756-77.0% |
| Participant deferral / active EE | $871 | $4,036-78.4% | $4,416-80.3% | $4,299-79.7% |
| Admin fee / account holder | $9,063 | $6,959+30.2% | $8,291+9.3% | $6,940+30.6% |