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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 | $78,690-62.8% | $161,489-81.9% | $87,485-66.6% |
| Participation rate | 17.7% | 67.5%-49.7pp | 78.7%-61.0pp | 68.9%-51.2pp |
| Annual return | 7.66% | 32.74%-25.1pp | 89.72%-82.1pp | 26.06%-18.4pp |
| Employer contribution / active EE | $485 | $2,588-81.3% | $4,268-88.6% | $2,596-81.3% |
| Participant deferral / active EE | $825 | $3,311-75.1% | $5,630-85.4% | $4,274-80.7% |
| Admin fee / account holder | $2,657 | $6,724-60.5% | $16,006-83.4% | $7,775-65.8% |