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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 | $27,573 | $78,015-64.7% | $178,505-84.6% | $80,959-65.9% |
| Participation rate | 36.0% | 65.7%-29.7pp | 77.1%-41.1pp | 67.7%-31.7pp |
| Annual return | 8.14% | 18.10%-10.0pp | 27.16%-19.0pp | 35.67%-27.5pp |
| Employer contribution / active EE | $511 | $2,281-77.6% | $3,955-87.1% | $2,757-81.5% |
| Participant deferral / active EE | $1,106 | $4,406-74.9% | $6,280-82.4% | $4,300-74.3% |
| Admin fee / account holder | $14,468 | $7,160+102.1% | $10,428+38.7% | $6,925+108.9% |