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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 | $25,881 | $91,167-71.6% | $178,498-85.5% | $79,858-67.6% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 6.53% | 24.19%-17.7pp | 151.09%-144.6pp | 31.72%-25.2pp |
| Employer contribution / active EE | $1,493 | $3,255-54.1% | $5,011-70.2% | $2,471-39.6% |
| Participant deferral / active EE | $819 | $3,236-74.7% | $5,202-84.3% | $3,740-78.1% |
| Admin fee / account holder | $1,066 | $6,747-84.2% | $13,985-92.4% | $5,306-79.9% |