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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 | $29,025 | $78,015-62.8% | $178,505-83.7% | $80,959-64.1% |
| Participation rate | 44.0% | 65.7%-21.6pp | 77.1%-33.1pp | 67.7%-23.6pp |
| Annual return | 9.69% | 18.10%-8.4pp | 27.16%-17.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $927 | $2,281-59.4% | $3,955-76.6% | $2,757-66.4% |
| Participant deferral / active EE | $1,293 | $4,406-70.6% | $6,280-79.4% | $4,300-69.9% |
| Admin fee / account holder | $3,864 | $7,160-46.0% | $10,428-62.9% | $6,925-44.2% |