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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 | $27,795 | $57,140-51.4% | $85,240-67.4% | $80,959-65.7% |
| Participation rate | 30.3% | 56.4%-26.1pp | 67.5%-37.2pp | 67.7%-37.4pp |
| Annual return | 9.96% | 21.71%-11.8pp | 66.75%-56.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $415 | $1,802-77.0% | $2,735-84.8% | $2,757-84.9% |
| Participant deferral / active EE | $588 | $3,115-81.1% | $4,527-87.0% | $4,300-86.3% |
| Admin fee / account holder | $6,001 | $4,992+20.2% | $6,165-2.7% | $6,925-13.3% |