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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 | $23,366 | $78,015-70.0% | $178,505-86.9% | $80,959-71.1% |
| Participation rate | 41.9% | 65.7%-23.7pp | 77.1%-35.2pp | 67.7%-25.7pp |
| Annual return | 7.14% | 18.10%-11.0pp | 27.16%-20.0pp | 35.67%-28.5pp |
| Employer contribution / active EE | $915 | $2,281-59.9% | $3,955-76.9% | $2,757-66.8% |
| Participant deferral / active EE | $1,138 | $4,406-74.2% | $6,280-81.9% | $4,300-73.5% |
| Admin fee / account holder | $8,197 | $7,160+14.5% | $10,428-21.4% | $6,925+18.4% |