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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 | $23,047 | $124,425-81.5% | $112,040-79.4% | $137,256-83.2% |
| Participation rate | 30.4% | 79.3%-48.9pp | 76.5%-46.1pp | 80.0%-49.5pp |
| Annual return | 8.54% | 24.72%-16.2pp | 24.52%-16.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $895 | $3,411-73.8% | $2,954-69.7% | $4,156-78.5% |
| Participant deferral / active EE | $1,127 | $5,718-80.3% | $5,098-77.9% | $6,407-82.4% |
| Admin fee / account holder | $12,555 | $15,207-17.4% | $12,098+3.8% | $12,270+2.3% |