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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 | $16,450 | $76,407-78.5% | $150,298-89.1% | $82,448-80.0% |
| Participation rate | 59.1% | 66.4%-7.3pp | 77.8%-18.7pp | 68.1%-9.0pp |
| Annual return | 9.04% | 39.99%-31.0pp | 62.79%-53.7pp | 41.64%-32.6pp |
| Employer contribution / active EE | $1,013 | $2,614-61.2% | $4,154-75.6% | $2,551-60.3% |
| Participant deferral / active EE | $613 | $3,214-80.9% | $5,453-88.8% | $4,139-85.2% |
| Admin fee / account holder | $2,852 | $6,352-55.1% | $14,116-79.8% | $7,234-60.6% |