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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 | $25,510 | $76,834-66.8% | $108,359-76.5% | $87,485-70.8% |
| Participation rate | 44.1% | 61.7%-17.6pp | 70.1%-26.0pp | 68.9%-24.8pp |
| Annual return | 10.34% | 19.09%-8.7pp | 36.89%-26.6pp | 26.06%-15.7pp |
| Employer contribution / active EE | $356 | $1,556-77.1% | $2,399-85.2% | $2,596-86.3% |
| Participant deferral / active EE | $1,137 | $3,100-63.3% | $4,137-72.5% | $4,274-73.4% |
| Admin fee / account holder | $12,483 | $6,537+91.0% | $9,741+28.1% | $7,775+60.6% |