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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 | $19,814 | $81,331-75.6% | $155,534-87.3% | $80,935-75.5% |
| Participation rate | 41.6% | 66.3%-24.7pp | 78.2%-36.7pp | 67.7%-26.1pp |
| Annual return | 8.32% | 33.37%-25.0pp | 64.92%-56.6pp | 35.66%-27.3pp |
| Employer contribution / active EE | $844 | $3,105-72.8% | $4,675-81.9% | $2,757-69.4% |
| Participant deferral / active EE | $640 | $3,454-81.5% | $5,630-88.6% | $4,299-85.1% |
| Admin fee / account holder | $8,032 | $7,999+0.4% | $15,900-49.5% | $6,924+16.0% |