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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 | $27,369 | $102,422-73.3% | $147,117-81.4% | $80,959-66.2% |
| Participation rate | 63.0% | 75.9%-12.8pp | 82.2%-19.1pp | 67.7%-4.6pp |
| Annual return | 9.89% | 135.16%-125.3pp | 420.54%-410.7pp | 35.67%-25.8pp |
| Employer contribution / active EE | $2,309 | $3,717-37.9% | $4,932-53.2% | $2,757-16.3% |
| Participant deferral / active EE | $2,608 | $6,652-60.8% | $8,065-67.7% | $4,300-39.3% |
| Admin fee / account holder | $5,307 | $7,953-33.3% | $12,993-59.2% | $6,925-23.4% |