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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 | $27,411 | $84,236-67.5% | $170,435-83.9% | $70,126-60.9% |
| Participation rate | 48.1% | 70.8%-22.7pp | 83.6%-35.4pp | 69.5%-21.4pp |
| Annual return | 10.80% | 23.06%-12.3pp | 205.94%-195.1pp | 73.15%-62.3pp |
| Employer contribution / active EE | $1,111 | $3,387-67.2% | $5,432-79.6% | $2,343-52.6% |
| Participant deferral / active EE | $777 | $3,086-74.8% | $4,939-84.3% | $3,332-76.7% |
| Admin fee / account holder | $1,863 | $5,698-67.3% | $13,881-86.6% | $4,645-59.9% |