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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 | $20,312 | $56,110-63.8% | $94,993-78.6% | $70,126-71.0% |
| Participation rate | 62.0% | 65.0%-3.0pp | 73.9%-11.9pp | 69.5%-7.6pp |
| Annual return | 8.12% | 51.02%-42.9pp | 27.14%-19.0pp | 73.15%-65.0pp |
| Employer contribution / active EE | $293 | $1,442-79.7% | $2,603-88.8% | $2,343-87.5% |
| Participant deferral / active EE | $696 | $2,391-70.9% | $3,317-79.0% | $3,332-79.1% |
| Admin fee / account holder | $2,015 | $3,456-41.7% | $4,960-59.4% | $4,645-56.6% |