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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 | $28,789 | $53,128-45.8% | $86,582-66.7% | $70,126-58.9% |
| Participation rate | 56.3% | 65.3%-9.0pp | 73.5%-17.2pp | 69.5%-13.2pp |
| Annual return | 11.65% | 27.66%-16.0pp | 965.08%-953.4pp | 73.15%-61.5pp |
| Employer contribution / active EE | $1,601 | $2,068-22.6% | $2,839-43.6% | $2,343-31.7% |
| Participant deferral / active EE | $779 | $2,695-71.1% | $3,609-78.4% | $3,332-76.6% |
| Admin fee / account holder | $4,466 | $3,584+24.6% | $4,904-8.9% | $4,645-3.9% |