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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 | $16,329 | $81,262-79.9% | $155,602-89.5% | $80,911-79.8% |
| Participation rate | 38.9% | 66.2%-27.3pp | 78.2%-39.3pp | 67.6%-28.8pp |
| Annual return | 4.43% | 33.34%-28.9pp | 64.81%-60.4pp | 35.63%-31.2pp |
| Employer contribution / active EE | $473 | $3,102-84.8% | $4,675-89.9% | $2,756-82.8% |
| Participant deferral / active EE | $782 | $3,451-77.3% | $5,629-86.1% | $4,297-81.8% |
| Admin fee / account holder | $3,307 | $7,992-58.6% | $15,923-79.2% | $6,935-52.3% |