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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 | $78,013-70.0% | $178,449-86.9% | $80,911-71.1% |
| Participation rate | 41.9% | 65.7%-23.7pp | 77.1%-35.2pp | 67.6%-25.7pp |
| Annual return | 7.14% | 18.07%-10.9pp | 27.09%-19.9pp | 35.63%-28.5pp |
| Employer contribution / active EE | $915 | $2,287-60.0% | $3,951-76.8% | $2,756-66.8% |
| Participant deferral / active EE | $1,138 | $4,408-74.2% | $6,277-81.9% | $4,297-73.5% |
| Admin fee / account holder | $8,197 | $7,166+14.4% | $10,362-20.9% | $6,935+18.2% |