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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 | $21,028 | $89,515-76.5% | $103,065-79.6% | $80,959-74.0% |
| Participation rate | 63.2% | 76.0%-12.8pp | 80.6%-17.4pp | 67.7%-4.5pp |
| Annual return | 9.73% | 22.82%-13.1pp | 23.95%-14.2pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,135 | $4,015-71.7% | $4,675-75.7% | $2,757-58.8% |
| Participant deferral / active EE | $1,594 | $5,463-70.8% | $6,625-75.9% | $4,300-62.9% |
| Admin fee / account holder | $3,051 | $6,527-53.3% | $9,349-67.4% | $6,925-55.9% |