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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 | $7,969 | $58,057-86.3% | $97,032-91.8% | $86,983-90.8% |
| Participation rate | 43.6% | 60.4%-16.8pp | 71.6%-28.0pp | 69.5%-26.0pp |
| Annual return | 10.50% | 22.26%-11.8pp | 35.38%-24.9pp | 25.83%-15.3pp |
| Employer contribution / active EE | $386 | $1,663-76.8% | $2,629-85.3% | $2,584-85.1% |
| Participant deferral / active EE | $678 | $3,244-79.1% | $4,672-85.5% | $4,194-83.8% |
| Admin fee / account holder | $1,250 | $4,839-74.2% | $9,418-86.7% | $7,856-84.1% |