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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 | $31,790 | $78,707-59.6% | $117,861-73.0% | $70,126-54.7% |
| Participation rate | 25.6% | 73.2%-47.6pp | 79.7%-54.0pp | 69.5%-43.9pp |
| Annual return | 11.16% | 23.30%-12.1pp | 335.11%-323.9pp | 73.15%-62.0pp |
| Employer contribution / active EE | $650 | $2,223-70.8% | $3,786-82.8% | $2,343-72.3% |
| Participant deferral / active EE | $967 | $3,297-70.7% | $4,482-78.4% | $3,332-71.0% |
| Admin fee / account holder | $3,059 | $5,066-39.6% | $8,021-61.9% | $4,645-34.1% |