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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 | $26,197 | $53,774-51.3% | $134,162-80.5% | $79,852-67.2% |
| Participation rate | 33.3% | 58.8%-25.4pp | 72.2%-38.9pp | 69.6%-36.3pp |
| Annual return | 8.43% | 19.01%-10.6pp | 36.35%-27.9pp | 31.72%-23.3pp |
| Employer contribution / active EE | $280 | $1,322-78.8% | $3,705-92.4% | $2,471-88.7% |
| Participant deferral / active EE | $617 | $2,420-74.5% | $3,500-82.4% | $3,740-83.5% |
| Admin fee / account holder | $4,082 | $3,985+2.4% | $6,685-38.9% | $5,306-23.1% |