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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 | $18,292 | $57,590-68.2% | $86,233-78.8% | $82,448-77.8% |
| Participation rate | 34.6% | 57.9%-23.2pp | 69.0%-34.4pp | 68.1%-33.5pp |
| Annual return | 13.36% | 22.41%-9.1pp | 61.39%-48.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,077 | $1,655-34.9% | $2,504-57.0% | $2,551-57.8% |
| Participant deferral / active EE | $100 | $3,080-96.8% | $4,559-97.8% | $4,139-97.6% |
| Admin fee / account holder | $584 | $4,730-87.7% | $8,342-93.0% | $7,234-91.9% |