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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 | $20,903 | $72,027-71.0% | $185,861-88.8% | $79,856-73.8% |
| Participation rate | 27.9% | 65.8%-37.9pp | 78.0%-50.1pp | 69.6%-41.7pp |
| Annual return | 11.03% | 23.13%-12.1pp | 35.96%-24.9pp | 31.71%-20.7pp |
| Employer contribution / active EE | $605 | $1,965-69.2% | $4,088-85.2% | $2,471-75.5% |
| Participant deferral / active EE | $850 | $3,780-77.5% | $5,634-84.9% | $3,741-77.3% |
| Admin fee / account holder | $660 | $4,513-85.4% | $9,503-93.1% | $5,306-87.6% |