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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 | $19,560 | $76,407-74.4% | $150,298-87.0% | $82,448-76.3% |
| Participation rate | 31.0% | 66.4%-35.4pp | 77.8%-46.8pp | 68.1%-37.1pp |
| Annual return | 12.59% | 39.99%-27.4pp | 62.79%-50.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $345 | $2,614-86.8% | $4,154-91.7% | $2,551-86.5% |
| Participant deferral / active EE | $746 | $3,214-76.8% | $5,453-86.3% | $4,139-82.0% |
| Admin fee / account holder | $950 | $6,352-85.0% | $14,116-93.3% | $7,234-86.9% |