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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 | $23,021 | $78,670-70.7% | $109,173-78.9% | $85,847-73.2% |
| Participation rate | 59.5% | 68.3%-8.8pp | 75.9%-16.4pp | 69.3%-9.9pp |
| Annual return | 7.78% | 25.09%-17.3pp | 25.75%-18.0pp | 318.61%-310.8pp |
| Employer contribution / active EE | $1,036 | $2,734-62.1% | $3,723-72.2% | $2,565-59.6% |
| Participant deferral / active EE | $452 | $3,467-87.0% | $4,654-90.3% | $3,952-88.6% |
| Admin fee / account holder | $3,885 | $5,469-29.0% | $6,755-42.5% | $6,261-37.9% |