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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 | $15,812 | $54,763-71.1% | $90,324-82.5% | $72,976-78.3% |
| Participation rate | 21.2% | 65.2%-43.9pp | 73.3%-52.1pp | 69.5%-48.3pp |
| Annual return | 4.95% | 30.63%-25.7pp | 78.15%-73.2pp | 81.02%-76.1pp |
| Employer contribution / active EE | $551 | $2,093-73.7% | $2,856-80.7% | $2,440-77.4% |
| Participant deferral / active EE | $646 | $2,887-77.6% | $3,885-83.4% | $3,608-82.1% |
| Admin fee / account holder | $1,465 | $3,973-63.1% | $5,356-72.6% | $5,124-71.4% |