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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 | $30,686 | $93,692-67.2% | $116,538-73.7% | $86,983-64.7% |
| Participation rate | 62.3% | 79.6%-17.3pp | 82.6%-20.2pp | 69.5%-7.2pp |
| Annual return | 2.75% | 26.00%-23.2pp | 17.97%-15.2pp | 25.83%-23.1pp |
| Employer contribution / active EE | $1,332 | $3,831-65.2% | $4,541-70.7% | $2,584-48.5% |
| Participant deferral / active EE | $1,962 | $5,612-65.0% | $6,207-68.4% | $4,194-53.2% |
| Admin fee / account holder | $14,873 | $7,586+96.1% | $8,737+70.2% | $7,856+89.3% |