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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 | $29,354 | $87,106-66.3% | $105,607-72.2% | $80,935-63.7% |
| Participation rate | 20.6% | 70.4%-49.9pp | 75.3%-54.7pp | 67.7%-47.1pp |
| Annual return | 8.96% | 17.01%-8.1pp | 116.11%-107.1pp | 35.66%-26.7pp |
| Employer contribution / active EE | $818 | $2,396-65.9% | $3,167-74.2% | $2,757-70.3% |
| Participant deferral / active EE | $1,395 | $3,986-65.0% | $5,011-72.2% | $4,299-67.5% |
| Admin fee / account holder | $6,958 | $8,447-17.6% | $10,958-36.5% | $6,924+0.5% |