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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 | $22,984 | $73,978-68.9% | $96,515-76.2% | $75,173-69.4% |
| Participation rate | 38.0% | 66.4%-28.4pp | 74.3%-36.3pp | 67.2%-29.2pp |
| Annual return | 9.72% | 26.72%-17.0pp | 35.73%-26.0pp | 160.72%-151.0pp |
| Employer contribution / active EE | $1,151 | $2,931-60.7% | $3,740-69.2% | $2,671-56.9% |
| Participant deferral / active EE | $1,294 | $3,660-64.7% | $4,880-73.5% | $4,126-68.6% |
| Admin fee / account holder | $19,786 | $5,219+279.1% | $6,735+193.8% | $5,651+250.2% |