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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 | $16,708 | $56,054-70.2% | $171,082-90.2% | $62,881-73.4% |
| Participation rate | 18.6% | 62.9%-44.3pp | 76.7%-58.1pp | 69.3%-50.7pp |
| Annual return | 3.14% | 22.52%-19.4pp | 32.56%-29.4pp | 20.14%-17.0pp |
| Employer contribution / active EE | $304 | $1,731-82.5% | $4,002-92.4% | $2,281-86.7% |
| Participant deferral / active EE | $562 | $3,158-82.2% | $4,797-88.3% | $3,203-82.4% |
| Admin fee / account holder | $1,565 | $3,647-57.1% | $8,520-81.6% | $4,296-63.6% |