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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 | $27,877 | $70,486-60.5% | $100,535-72.3% | $79,856-65.1% |
| Participation rate | 53.8% | 73.6%-19.8pp | 79.4%-25.6pp | 69.6%-15.8pp |
| Annual return | 10.89% | 21.90%-11.0pp | 30.90%-20.0pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,086 | $2,165-49.8% | $3,419-68.2% | $2,471-56.1% |
| Participant deferral / active EE | $2,082 | $5,182-59.8% | $6,271-66.8% | $3,741-44.3% |
| Admin fee / account holder | $11,380 | $4,480+154.0% | $8,085+40.8% | $5,306+114.4% |