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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 | $17,356 | $78,015-77.8% | $178,505-90.3% | $80,959-78.6% |
| Participation rate | 57.1% | 65.7%-8.5pp | 77.1%-20.0pp | 67.7%-10.5pp |
| Annual return | 10.02% | 18.10%-8.1pp | 27.16%-17.1pp | 35.67%-25.6pp |
| Employer contribution / active EE | $897 | $2,281-60.7% | $3,955-77.3% | $2,757-67.5% |
| Participant deferral / active EE | $1,283 | $4,406-70.9% | $6,280-79.6% | $4,300-70.2% |
| Admin fee / account holder | $4,808 | $7,160-32.9% | $10,428-53.9% | $6,925-30.6% |