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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 | $20,963 | $65,364-67.9% | $92,909-77.4% | $72,975-71.3% |
| Participation rate | 28.6% | 68.3%-39.7pp | 76.0%-47.4pp | 69.5%-40.9pp |
| Annual return | 15.90% | 42.11%-26.2pp | 109.44%-93.5pp | 81.01%-65.1pp |
| Employer contribution / active EE | $828 | $2,594-68.1% | $3,653-77.3% | $2,440-66.1% |
| Participant deferral / active EE | $1,196 | $3,128-61.8% | $4,238-71.8% | $3,608-66.8% |
| Admin fee / account holder | $445 | $4,251-89.5% | $5,795-92.3% | $5,124-91.3% |