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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 | $23,473 | $47,848-50.9% | $81,473-71.2% | $70,126-66.5% |
| Participation rate | 16.1% | 58.3%-42.1pp | 68.0%-51.8pp | 69.5%-53.4pp |
| Annual return | 12.81% | 27.25%-14.4pp | 38.78%-26.0pp | 73.15%-60.3pp |
| Employer contribution / active EE | $230 | $1,527-84.9% | $2,568-91.0% | $2,343-90.2% |
| Participant deferral / active EE | $296 | $2,453-87.9% | $3,537-91.6% | $3,332-91.1% |
| Admin fee / account holder | $835 | $3,145-73.5% | $4,561-81.7% | $4,645-82.0% |