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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 | $18,077 | $81,331-77.8% | $155,534-88.4% | $80,935-77.7% |
| Participation rate | 62.2% | 66.3%-4.0pp | 78.2%-16.0pp | 67.7%-5.4pp |
| Annual return | 10.41% | 33.37%-23.0pp | 64.92%-54.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,688 | $3,105-45.6% | $4,675-63.9% | $2,757-38.8% |
| Participant deferral / active EE | $565 | $3,454-83.6% | $5,630-90.0% | $4,299-86.9% |
| Admin fee / account holder | $2,532 | $7,999-68.3% | $15,900-84.1% | $6,924-63.4% |