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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 | $81,276-80.4% | $155,574-89.7% | $80,925-80.3% |
| Participation rate | 26.9% | 66.2%-39.3pp | 78.2%-51.3pp | 67.7%-40.7pp |
| Annual return | 10.30% | 33.36%-23.1pp | 64.87%-54.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,482 | $3,103-52.2% | $4,676-68.3% | $2,756-46.2% |
| Participant deferral / active EE | $530 | $3,453-84.7% | $5,629-90.6% | $4,299-87.7% |
| Admin fee / account holder | $541 | $7,993-93.2% | $15,914-96.6% | $6,940-92.2% |