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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 | $75,541-74.1% | $152,093-87.1% | $82,637-76.3% |
| Participation rate | 23.5% | 66.5%-43.1pp | 77.8%-54.3pp | 68.1%-44.6pp |
| Annual return | 10.79% | 32.56%-21.8pp | 66.36%-55.6pp | 53.51%-42.7pp |
| Employer contribution / active EE | $504 | $2,622-80.8% | $4,175-87.9% | $2,552-80.3% |
| Participant deferral / active EE | $756 | $3,206-76.4% | $5,451-86.1% | $4,126-81.7% |
| Admin fee / account holder | $20,065 | $6,405+213.3% | $14,497+38.4% | $7,339+173.4% |