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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 | $30,968 | $81,276-61.9% | $155,574-80.1% | $80,925-61.7% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 10.37% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $428 | $3,103-86.2% | $4,676-90.8% | $2,756-84.5% |
| Participant deferral / active EE | $779 | $3,453-77.5% | $5,629-86.2% | $4,299-81.9% |
| Admin fee / account holder | $3,665 | $7,993-54.1% | $15,914-77.0% | $6,940-47.2% |