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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 | $78,690-79.0% | $161,489-89.7% | $87,485-81.1% |
| Participation rate | 23.1% | 67.5%-44.4pp | 78.7%-55.6pp | 68.9%-45.9pp |
| Annual return | 8.63% | 32.74%-24.1pp | 89.72%-81.1pp | 26.06%-17.4pp |
| Employer contribution / active EE | $573 | $2,588-77.9% | $4,268-86.6% | $2,596-77.9% |
| Participant deferral / active EE | $658 | $3,311-80.1% | $5,630-88.3% | $4,274-84.6% |
| Admin fee / account holder | $5,752 | $6,724-14.5% | $16,006-64.1% | $7,775-26.0% |