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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 | $86,050-80.8% | $189,758-91.3% | $94,015-82.4% |
| Participation rate | 23.1% | 68.9%-45.8pp | 79.8%-56.7pp | 70.8%-47.7pp |
| Annual return | 8.63% | 17.77%-9.1pp | 52.62%-44.0pp | 17.84%-9.2pp |
| Employer contribution / active EE | $573 | $2,819-79.7% | $4,767-88.0% | $2,790-79.5% |
| Participant deferral / active EE | $658 | $3,349-80.4% | $5,856-88.8% | $4,249-84.5% |
| Admin fee / account holder | $5,752 | $6,627-13.2% | $20,388-71.8% | $8,951-35.7% |