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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 | $31,365 | $106,749-70.6% | $145,433-78.4% | $82,448-62.0% |
| Participation rate | 21.2% | 75.6%-54.4pp | 82.1%-60.9pp | 68.1%-46.9pp |
| Annual return | 13.73% | 27.59%-13.9pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $835 | $3,444-75.8% | $4,554-81.7% | $2,551-67.3% |
| Participant deferral / active EE | $1,337 | $6,519-79.5% | $7,897-83.1% | $4,139-67.7% |
| Admin fee / account holder | $12,154 | $8,390+44.9% | $13,129-7.4% | $7,234+68.0% |