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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 | $16,175 | $78,690-79.4% | $161,489-90.0% | $87,485-81.5% |
| Participation rate | 55.0% | 67.5%-12.5pp | 78.7%-23.7pp | 68.9%-13.9pp |
| Annual return | 11.69% | 32.74%-21.1pp | 89.72%-78.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $367 | $2,588-85.8% | $4,268-91.4% | $2,596-85.9% |
| Participant deferral / active EE | $731 | $3,311-77.9% | $5,630-87.0% | $4,274-82.9% |
| Admin fee / account holder | $1,925 | $6,724-71.4% | $16,006-88.0% | $7,775-75.2% |