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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 | $16,612 | $45,343-63.4% | $150,298-88.9% | $67,986-75.6% |
| Participation rate | 37.8% | 51.9%-14.0pp | 77.8%-39.9pp | 57.2%-19.4pp |
| Annual return | 10.81% | 33.28%-22.5pp | 62.79%-52.0pp | 31.67%-20.9pp |
| Employer contribution / active EE | $762 | $1,462-47.8% | $4,154-81.6% | $2,019-62.2% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $2,093 | $2,250-7.0% | $14,116-85.2% | $3,203-34.7% |