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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 | $12,904 | $81,331-84.1% | $155,534-91.7% | $80,935-84.1% |
| Participation rate | 38.2% | 66.3%-28.0pp | 78.2%-40.0pp | 67.7%-29.4pp |
| Annual return | 8.85% | 33.37%-24.5pp | 64.92%-56.1pp | 35.66%-26.8pp |
| Employer contribution / active EE | $437 | $3,105-85.9% | $4,675-90.7% | $2,757-84.2% |
| Participant deferral / active EE | $563 | $3,454-83.7% | $5,630-90.0% | $4,299-86.9% |
| Admin fee / account holder | $10,561 | $7,999+32.0% | $15,900-33.6% | $6,924+52.5% |