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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 | $15,868 | $76,407-79.2% | $150,298-89.4% | $82,448-80.8% |
| Participation rate | 37.3% | 66.4%-29.1pp | 77.8%-40.4pp | 68.1%-30.8pp |
| Annual return | 9.48% | 39.99%-30.5pp | 62.79%-53.3pp | 41.64%-32.2pp |
| Employer contribution / active EE | $554 | $2,614-78.8% | $4,154-86.7% | $2,551-78.3% |
| Participant deferral / active EE | $275 | $3,214-91.4% | $5,453-95.0% | $4,139-93.4% |
| Admin fee / account holder | $3,355 | $6,352-47.2% | $14,116-76.2% | $7,234-53.6% |