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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 | $19,726 | $81,262-75.7% | $155,602-87.3% | $80,911-75.6% |
| Participation rate | 38.1% | 66.2%-28.1pp | 78.2%-40.1pp | 67.6%-29.6pp |
| Annual return | 2.63% | 33.34%-30.7pp | 64.81%-62.2pp | 35.63%-33.0pp |
| Employer contribution / active EE | $585 | $3,102-81.1% | $4,675-87.5% | $2,756-78.8% |
| Participant deferral / active EE | $601 | $3,451-82.6% | $5,629-89.3% | $4,297-86.0% |
| Admin fee / account holder | $413 | $7,992-94.8% | $15,923-97.4% | $6,935-94.0% |