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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 | $16,563 | $76,407-78.3% | $150,298-89.0% | $82,448-79.9% |
| Participation rate | 23.1% | 66.4%-43.3pp | 77.8%-54.7pp | 68.1%-45.0pp |
| Annual return | 8.63% | 39.99%-31.4pp | 62.79%-54.2pp | 41.64%-33.0pp |
| Employer contribution / active EE | $573 | $2,614-78.1% | $4,154-86.2% | $2,551-77.5% |
| Participant deferral / active EE | $658 | $3,214-79.5% | $5,453-87.9% | $4,139-84.1% |
| Admin fee / account holder | $5,752 | $6,352-9.4% | $14,116-59.3% | $7,234-20.5% |