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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 | $21,284 | $41,016-48.1% | $152,093-86.0% | $64,097-66.8% |
| Participation rate | 18.4% | 51.3%-32.9pp | 77.8%-59.3pp | 55.2%-36.8pp |
| Annual return | 9.56% | 39.60%-30.0pp | 66.36%-56.8pp | 34.64%-25.1pp |
| Employer contribution / active EE | $318 | $1,342-76.3% | $4,175-92.4% | $1,891-83.2% |
| Participant deferral / active EE | $366 | $1,927-81.0% | $5,451-93.3% | $3,080-88.1% |
| Admin fee / account holder | $2,064 | $2,305-10.5% | $14,497-85.8% | $3,454-40.3% |