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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 | $19,785 | $62,672-68.4% | $185,117-89.3% | $70,126-71.8% |
| Participation rate | 21.1% | 63.8%-42.7pp | 77.3%-56.1pp | 69.5%-48.4pp |
| Annual return | 5.69% | 40.79%-35.1pp | 40.50%-34.8pp | 73.15%-67.5pp |
| Employer contribution / active EE | $400 | $1,753-77.2% | $4,182-90.4% | $2,343-82.9% |
| Participant deferral / active EE | $714 | $3,272-78.2% | $5,045-85.8% | $3,332-78.6% |
| Admin fee / account holder | $610 | $3,932-84.5% | $8,159-92.5% | $4,645-86.9% |