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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 | $71,230-71.9% | $93,727-78.6% | $80,959-75.3% |
| Participation rate | 28.3% | 60.4%-32.1pp | 68.7%-40.4pp | 67.7%-39.3pp |
| Annual return | 9.67% | 11.26%-1.6pp | 133.83%-124.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $541 | $1,565-65.4% | $2,421-77.6% | $2,757-80.4% |
| Participant deferral / active EE | $1,066 | $4,037-73.6% | $4,417-75.9% | $4,300-75.2% |
| Admin fee / account holder | $1,461 | $6,961-79.0% | $8,292-82.4% | $6,925-78.9% |