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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 | $43,496-61.8% | $161,489-89.7% | $64,340-74.2% |
| Participation rate | 37.8% | 53.5%-15.7pp | 78.7%-40.9pp | 55.2%-17.4pp |
| Annual return | 10.81% | 20.76%-9.9pp | 89.72%-78.9pp | 24.14%-13.3pp |
| Employer contribution / active EE | $762 | $1,431-46.7% | $4,268-82.1% | $1,862-59.0% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $2,093 | $2,330-10.2% | $16,006-86.9% | $3,703-43.5% |