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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 | $20,958 | $78,520-73.3% | $96,576-78.3% | $82,448-74.6% |
| Participation rate | 42.6% | 77.7%-35.1pp | 81.4%-38.8pp | 68.1%-25.5pp |
| Annual return | 10.80% | 41.30%-30.5pp | 38.47%-27.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,014 | $6,754-85.0% | $7,956-87.3% | $4,139-75.5% |
| Admin fee / account holder | $8,313 | $13,455-38.2% | $11,381-27.0% | $7,234+14.9% |