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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 | $24,623 | $91,198-73.0% | $178,503-86.2% | $79,856-69.2% |
| Participation rate | 55.4% | 69.2%-13.9pp | 81.9%-26.6pp | 69.6%-14.3pp |
| Annual return | 9.13% | 24.20%-15.1pp | 151.12%-142.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,531 | $3,257-53.0% | $5,011-69.4% | $2,471-38.1% |
| Participant deferral / active EE | $340 | $3,237-89.5% | $5,202-93.5% | $3,741-90.9% |
| Admin fee / account holder | $9,622 | $6,748+42.6% | $13,987-31.2% | $5,306+81.3% |