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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 | $29,705 | $84,236-64.7% | $170,435-82.6% | $70,126-57.6% |
| Participation rate | 54.8% | 70.8%-16.0pp | 83.6%-28.8pp | 69.5%-14.7pp |
| Annual return | 8.29% | 23.06%-14.8pp | 205.94%-197.7pp | 73.15%-64.9pp |
| Employer contribution / active EE | $1,137 | $3,387-66.4% | $5,432-79.1% | $2,343-51.4% |
| Participant deferral / active EE | $443 | $3,086-85.7% | $4,939-91.0% | $3,332-86.7% |
| Admin fee / account holder | $2,146 | $5,698-62.3% | $13,881-84.5% | $4,645-53.8% |