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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 | $78,690-79.1% | $161,489-89.8% | $87,485-81.2% |
| Participation rate | 59.1% | 67.5%-8.4pp | 78.7%-19.6pp | 68.9%-9.8pp |
| Annual return | 9.04% | 32.74%-23.7pp | 89.72%-80.7pp | 26.06%-17.0pp |
| Employer contribution / active EE | $1,013 | $2,588-60.8% | $4,268-76.3% | $2,596-61.0% |
| Participant deferral / active EE | $613 | $3,311-81.5% | $5,630-89.1% | $4,274-85.7% |
| Admin fee / account holder | $2,852 | $6,724-57.6% | $16,006-82.2% | $7,775-63.3% |