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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 | $24,469 | $78,027-68.6% | $178,528-86.3% | $80,925-69.8% |
| Participation rate | 57.6% | 65.7%-8.1pp | 77.1%-19.5pp | 67.7%-10.1pp |
| Annual return | 7.34% | 18.09%-10.8pp | 27.11%-19.8pp | 35.65%-28.3pp |
| Employer contribution / active EE | $980 | $2,281-57.0% | $3,950-75.2% | $2,756-64.4% |
| Participant deferral / active EE | $1,332 | $4,408-69.8% | $6,278-78.8% | $4,299-69.0% |
| Admin fee / account holder | $20,023 | $7,168+179.4% | $10,419+92.2% | $6,940+188.5% |