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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 | $16,084 | $51,642-68.9% | $129,384-87.6% | $80,935-80.1% |
| Participation rate | 36.2% | 56.9%-20.7pp | 69.6%-33.5pp | 67.7%-31.5pp |
| Annual return | 9.74% | 20.78%-11.0pp | 9461.77%-9452.0pp | 35.66%-25.9pp |
| Employer contribution / active EE | $829 | $1,583-47.6% | $4,153-80.0% | $2,757-69.9% |
| Participant deferral / active EE | $248 | $2,670-90.7% | $4,166-94.0% | $4,299-94.2% |
| Admin fee / account holder | $1,821 | $4,312-57.8% | $7,686-76.3% | $6,924-73.7% |