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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 | $22,786 | $81,276-72.0% | $155,574-85.4% | $80,925-71.8% |
| Participation rate | 34.8% | 66.2%-31.5pp | 78.2%-43.4pp | 67.7%-32.9pp |
| Annual return | 8.28% | 33.36%-25.1pp | 64.87%-56.6pp | 35.65%-27.4pp |
| Employer contribution / active EE | $724 | $3,103-76.7% | $4,676-84.5% | $2,756-73.7% |
| Participant deferral / active EE | $730 | $3,453-78.9% | $5,629-87.0% | $4,299-83.0% |
| Admin fee / account holder | $2,864 | $7,993-64.2% | $15,914-82.0% | $6,940-58.7% |