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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 | $30,432 | $81,331-62.6% | $155,534-80.4% | $80,935-62.4% |
| Participation rate | 53.1% | 66.3%-13.1pp | 78.2%-25.1pp | 67.7%-14.5pp |
| Annual return | 7.13% | 33.37%-26.2pp | 64.92%-57.8pp | 35.66%-28.5pp |
| Employer contribution / active EE | $897 | $3,105-71.1% | $4,675-80.8% | $2,757-67.5% |
| Participant deferral / active EE | $900 | $3,454-73.9% | $5,630-84.0% | $4,299-79.1% |
| Admin fee / account holder | $1,581 | $7,999-80.2% | $15,900-90.1% | $6,924-77.2% |