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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 | $13,083 | $77,908-83.2% | $149,696-91.3% | $75,173-82.6% |
| Participation rate | 53.1% | 65.6%-12.5pp | 78.8%-25.7pp | 67.2%-14.1pp |
| Annual return | 10.62% | 31.73%-21.1pp | 134.46%-123.8pp | 160.72%-150.1pp |
| Employer contribution / active EE | $1,274 | $3,138-59.4% | $4,821-73.6% | $2,671-52.3% |
| Participant deferral / active EE | $732 | $3,411-78.5% | $5,682-87.1% | $4,126-82.3% |
| Admin fee / account holder | $6,718 | $5,950+12.9% | $13,212-49.2% | $5,651+18.9% |