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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 | $18,931 | $77,962-75.7% | $178,540-89.4% | $80,935-76.6% |
| Participation rate | 23.1% | 65.7%-42.6pp | 77.1%-54.0pp | 67.7%-44.6pp |
| Annual return | 9.72% | 18.10%-8.4pp | 27.15%-17.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $527 | $2,280-76.9% | $3,953-86.7% | $2,757-80.9% |
| Participant deferral / active EE | $1,111 | $4,404-74.8% | $6,281-82.3% | $4,299-74.2% |
| Admin fee / account holder | $5,016 | $7,156-29.9% | $10,424-51.9% | $6,924-27.6% |