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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 | $18,170 | $75,541-75.9% | $152,093-88.1% | $82,637-78.0% |
| Participation rate | 50.8% | 66.5%-15.8pp | 77.8%-27.0pp | 68.1%-17.3pp |
| Annual return | 12.64% | 32.56%-19.9pp | 66.36%-53.7pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,225 | $2,622-53.3% | $4,175-70.6% | $2,552-52.0% |
| Participant deferral / active EE | $153 | $3,206-95.2% | $5,451-97.2% | $4,126-96.3% |
| Admin fee / account holder | $2,653 | $6,405-58.6% | $14,497-81.7% | $7,339-63.8% |