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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 | $30,073 | $77,814-61.4% | $158,223-81.0% | $86,983-65.4% |
| Participation rate | 21.4% | 68.4%-47.0pp | 79.2%-57.8pp | 69.5%-48.1pp |
| Annual return | 10.67% | 30.54%-19.9pp | 52.09%-41.4pp | 25.83%-15.2pp |
| Employer contribution / active EE | $448 | $2,592-82.7% | $4,109-89.1% | $2,584-82.7% |
| Participant deferral / active EE | $760 | $3,270-76.7% | $5,467-86.1% | $4,194-81.9% |
| Admin fee / account holder | $6,895 | $5,879+17.3% | $16,047-57.0% | $7,856-12.2% |