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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 | $25,026 | $76,551-67.3% | $123,894-79.8% | $62,881-60.2% |
| Participation rate | 26.4% | 73.0%-46.5pp | 81.4%-55.0pp | 69.3%-42.9pp |
| Annual return | -2.51% | 18.68%-21.2pp | 47.52%-50.0pp | 20.14%-22.7pp |
| Employer contribution / active EE | $1,154 | $2,882-60.0% | $4,617-75.0% | $2,281-49.4% |
| Participant deferral / active EE | $857 | $4,840-82.3% | $5,984-85.7% | $3,203-73.2% |
| Admin fee / account holder | $11,775 | $4,826+144.0% | $8,357+40.9% | $4,296+174.1% |