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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 | $18,375 | $54,757-66.4% | $90,300-79.7% | $72,983-74.8% |
| Participation rate | 34.5% | 65.1%-30.6pp | 73.3%-38.7pp | 69.5%-34.9pp |
| Annual return | 6.31% | 30.63%-24.3pp | 78.11%-71.8pp | 81.01%-74.7pp |
| Employer contribution / active EE | $1,511 | $2,092-27.8% | $2,854-47.1% | $2,440-38.1% |
| Participant deferral / active EE | $274 | $2,887-90.5% | $3,884-92.9% | $3,608-92.4% |
| Admin fee / account holder | $934 | $3,972-76.5% | $5,353-82.5% | $5,124-81.8% |