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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 | $15,959 | $81,358-80.4% | $155,556-89.7% | $80,959-80.3% |
| Participation rate | 26.9% | 66.3%-39.3pp | 78.2%-51.3pp | 67.7%-40.7pp |
| Annual return | 10.30% | 33.39%-23.1pp | 64.84%-54.5pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,482 | $3,106-52.3% | $4,675-68.3% | $2,757-46.2% |
| Participant deferral / active EE | $530 | $3,455-84.7% | $5,631-90.6% | $4,300-87.7% |
| Admin fee / account holder | $541 | $7,994-93.2% | $15,885-96.6% | $6,925-92.2% |