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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 | $18,240 | $54,763-66.7% | $90,324-79.8% | $72,976-75.0% |
| Participation rate | 35.3% | 65.2%-29.9pp | 73.3%-38.0pp | 69.5%-34.2pp |
| Annual return | 15.19% | 30.63%-15.4pp | 78.15%-63.0pp | 81.02%-65.8pp |
| Employer contribution / active EE | $354 | $2,093-83.1% | $2,856-87.6% | $2,440-85.5% |
| Participant deferral / active EE | $694 | $2,887-76.0% | $3,885-82.1% | $3,608-80.8% |
| Admin fee / account holder | $2,821 | $3,973-29.0% | $5,356-47.3% | $5,124-45.0% |