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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 | $26,060 | $64,359-59.5% | $90,161-71.1% | $70,126-62.8% |
| Participation rate | 62.1% | 70.4%-8.4pp | 76.9%-14.8pp | 69.5%-7.5pp |
| Annual return | 14.28% | 28.13%-13.8pp | 34.89%-20.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $636 | $2,046-68.9% | $3,318-80.8% | $2,343-72.8% |
| Participant deferral / active EE | $1,296 | $4,389-70.5% | $5,287-75.5% | $3,332-61.1% |
| Admin fee / account holder | $2,985 | $3,945-24.3% | $5,943-49.8% | $4,645-35.7% |