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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 | $29,243 | $76,407-61.7% | $150,298-80.5% | $82,448-64.5% |
| Participation rate | 17.7% | 66.4%-48.7pp | 77.8%-60.0pp | 68.1%-50.3pp |
| Annual return | 7.66% | 39.99%-32.3pp | 62.79%-55.1pp | 41.64%-34.0pp |
| Employer contribution / active EE | $485 | $2,614-81.5% | $4,154-88.3% | $2,551-81.0% |
| Participant deferral / active EE | $825 | $3,214-74.3% | $5,453-84.9% | $4,139-80.1% |
| Admin fee / account holder | $2,657 | $6,352-58.2% | $14,116-81.2% | $7,234-63.3% |