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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 | $26,061 | $55,889-53.4% | $76,119-65.8% | $80,935-67.8% |
| Participation rate | 32.1% | 62.1%-29.9pp | 69.1%-36.9pp | 67.7%-35.5pp |
| Annual return | 9.19% | 20.58%-11.4pp | 361.25%-352.1pp | 35.66%-26.5pp |
| Employer contribution / active EE | $594 | $1,866-68.2% | $2,693-77.9% | $2,757-78.4% |
| Participant deferral / active EE | $225 | $3,051-92.6% | $4,259-94.7% | $4,299-94.8% |
| Admin fee / account holder | $4,367 | $5,241-16.7% | $6,421-32.0% | $6,924-36.9% |