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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 | $28,412 | $72,027-60.6% | $185,835-84.7% | $79,852-64.4% |
| Participation rate | 58.3% | 65.8%-7.4pp | 78.0%-19.7pp | 69.6%-11.3pp |
| Annual return | 8.83% | 23.13%-14.3pp | 35.96%-27.1pp | 31.72%-22.9pp |
| Employer contribution / active EE | $494 | $1,965-74.9% | $4,087-87.9% | $2,471-80.0% |
| Participant deferral / active EE | $1,233 | $3,780-67.4% | $5,633-78.1% | $3,740-67.0% |
| Admin fee / account holder | $1,009 | $4,513-77.6% | $9,502-89.4% | $5,306-81.0% |