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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 | $16,939 | $68,681-75.3% | $86,625-80.4% | $85,851-80.3% |
| Participation rate | 50.0% | 66.4%-16.4pp | 71.6%-21.6pp | 69.3%-19.3pp |
| Annual return | 10.11% | 20.12%-10.0pp | 63.52%-53.4pp | 318.63%-308.5pp |
| Employer contribution / active EE | $442 | $1,880-76.5% | $2,496-82.3% | $2,565-82.8% |
| Participant deferral / active EE | $1,038 | $2,919-64.4% | $3,700-71.9% | $3,952-73.7% |
| Admin fee / account holder | $1,533 | $5,974-74.3% | $5,830-73.7% | $6,261-75.5% |