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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 | $26,723 | $102,422-73.9% | $147,117-81.8% | $80,959-67.0% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 9.80% | 135.16%-125.4pp | 420.54%-410.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,157 | $3,717-68.9% | $4,932-76.6% | $2,757-58.1% |
| Participant deferral / active EE | $2,546 | $6,652-61.7% | $8,065-68.4% | $4,300-40.8% |
| Admin fee / account holder | $636 | $7,953-92.0% | $12,993-95.1% | $6,925-90.8% |