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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 | $21,738 | $76,407-71.6% | $150,298-85.5% | $82,448-73.6% |
| Participation rate | 35.7% | 66.4%-30.7pp | 77.8%-42.0pp | 68.1%-32.4pp |
| Annual return | 13.04% | 39.99%-27.0pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $396 | $2,614-84.8% | $4,154-90.5% | $2,551-84.5% |
| Participant deferral / active EE | $596 | $3,214-81.5% | $5,453-89.1% | $4,139-85.6% |
| Admin fee / account holder | $6,530 | $6,352+2.8% | $14,116-53.7% | $7,234-9.7% |