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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 | $78,690-61.8% | $161,489-81.4% | $87,485-65.6% |
| Participation rate | 21.4% | 67.5%-46.0pp | 78.7%-57.3pp | 68.9%-47.5pp |
| Annual return | 10.67% | 32.74%-22.1pp | 89.72%-79.1pp | 26.06%-15.4pp |
| Employer contribution / active EE | $448 | $2,588-82.7% | $4,268-89.5% | $2,596-82.8% |
| Participant deferral / active EE | $760 | $3,311-77.0% | $5,630-86.5% | $4,274-82.2% |
| Admin fee / account holder | $6,895 | $6,724+2.5% | $16,006-56.9% | $7,775-11.3% |