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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 | $11,399 | $48,118-76.3% | $136,833-91.7% | $94,015-87.9% |
| Participation rate | 13.2% | 47.4%-34.2pp | 59.0%-45.9pp | 70.8%-57.7pp |
| Annual return | 10.98% | 14.65%-3.7pp | 35.32%-24.3pp | 17.84%-6.9pp |
| Employer contribution / active EE | $244 | $821-70.2% | $1,319-81.5% | $2,790-91.2% |
| Participant deferral / active EE | $395 | $1,651-76.1% | $2,441-83.8% | $4,249-90.7% |
| Admin fee / account holder | $1,547 | $3,059-49.4% | $4,706-67.1% | $8,951-82.7% |