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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 | $20,021 | $71,057-71.8% | $93,654-78.6% | $80,874-75.2% |
| Participation rate | 28.3% | 60.4%-32.1pp | 68.7%-40.4pp | 67.6%-39.3pp |
| Annual return | 9.67% | 11.26%-1.6pp | 133.34%-123.7pp | 35.62%-25.9pp |
| Employer contribution / active EE | $541 | $1,564-65.4% | $2,421-77.6% | $2,756-80.4% |
| Participant deferral / active EE | $1,066 | $4,034-73.6% | $4,413-75.9% | $4,297-75.2% |
| Admin fee / account holder | $1,461 | $6,944-79.0% | $8,282-82.4% | $6,935-78.9% |