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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 | $23,679 | $77,896-69.6% | $134,172-82.4% | $82,448-71.3% |
| Participation rate | 27.5% | 62.8%-35.3pp | 72.5%-45.0pp | 68.1%-40.6pp |
| Annual return | 10.70% | 18.21%-7.5pp | 25.30%-14.6pp | 41.64%-30.9pp |
| Employer contribution / active EE | $593 | $2,159-72.5% | $3,420-82.7% | $2,551-76.8% |
| Participant deferral / active EE | $967 | $3,162-69.4% | $4,690-79.4% | $4,139-76.6% |
| Admin fee / account holder | $2,968 | $6,336-53.2% | $12,016-75.3% | $7,234-59.0% |