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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 | $25,204 | $76,407-67.0% | $150,298-83.2% | $82,448-69.4% |
| Participation rate | 46.8% | 66.4%-19.6pp | 77.8%-31.0pp | 68.1%-21.3pp |
| Annual return | 8.77% | 39.99%-31.2pp | 62.79%-54.0pp | 41.64%-32.9pp |
| Employer contribution / active EE | $687 | $2,614-73.7% | $4,154-83.5% | $2,551-73.1% |
| Participant deferral / active EE | $796 | $3,214-75.2% | $5,453-85.4% | $4,139-80.8% |
| Admin fee / account holder | $2,519 | $6,352-60.3% | $14,116-82.2% | $7,234-65.2% |