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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 | $25,963 | $77,901-66.7% | $149,717-82.7% | $75,181-65.5% |
| Participation rate | 40.7% | 65.6%-24.9pp | 78.8%-38.1pp | 67.2%-26.5pp |
| Annual return | 6.38% | 31.73%-25.3pp | 134.41%-128.0pp | 160.69%-154.3pp |
| Employer contribution / active EE | $910 | $3,137-71.0% | $4,820-81.1% | $2,671-65.9% |
| Participant deferral / active EE | $733 | $3,411-78.5% | $5,682-87.1% | $4,126-82.2% |
| Admin fee / account holder | $5,334 | $5,949-10.3% | $13,213-59.6% | $5,650-5.6% |