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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 | $28,154 | $45,312-37.9% | $86,233-67.4% | $67,986-58.6% |
| Participation rate | 26.5% | 42.4%-16.0pp | 69.0%-42.5pp | 57.2%-30.7pp |
| Annual return | 10.67% | 24.79%-14.1pp | 61.39%-50.7pp | 31.67%-21.0pp |
| Employer contribution / active EE | $423 | $1,160-63.5% | $2,504-83.1% | $2,019-79.1% |
| Participant deferral / active EE | $473 | $2,185-78.3% | $4,559-89.6% | $3,358-85.9% |
| Admin fee / account holder | $375 | $3,295-88.6% | $8,342-95.5% | $3,203-88.3% |