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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 | $19,561 | $77,814-74.9% | $158,223-87.6% | $86,983-77.5% |
| Participation rate | 23.5% | 68.4%-45.0pp | 79.2%-55.7pp | 69.5%-46.1pp |
| Annual return | 10.79% | 30.54%-19.8pp | 52.09%-41.3pp | 25.83%-15.0pp |
| Employer contribution / active EE | $504 | $2,592-80.6% | $4,109-87.7% | $2,584-80.5% |
| Participant deferral / active EE | $756 | $3,270-76.9% | $5,467-86.2% | $4,194-82.0% |
| Admin fee / account holder | $20,065 | $5,879+241.3% | $16,047+25.0% | $7,856+155.4% |