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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 | $15,480 | $51,638-70.0% | $68,368-77.4% | $82,448-81.2% |
| Participation rate | 34.0% | 63.6%-29.6pp | 73.8%-39.7pp | 68.1%-34.0pp |
| Annual return | 9.30% | 37.53%-28.2pp | 292.57%-283.3pp | 41.64%-32.3pp |
| Employer contribution / active EE | $794 | $2,047-61.2% | $2,649-70.0% | $2,551-68.9% |
| Participant deferral / active EE | $440 | $2,914-84.9% | $4,123-89.3% | $4,139-89.4% |
| Admin fee / account holder | $1,563 | $4,643-66.3% | $5,150-69.7% | $7,234-78.4% |