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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 | $14,483 | $81,331-82.2% | $155,534-90.7% | $80,935-82.1% |
| Participation rate | 30.8% | 66.3%-35.5pp | 78.2%-47.4pp | 67.7%-36.9pp |
| Annual return | 8.76% | 33.37%-24.6pp | 64.92%-56.2pp | 35.66%-26.9pp |
| Employer contribution / active EE | $450 | $3,105-85.5% | $4,675-90.4% | $2,757-83.7% |
| Participant deferral / active EE | $465 | $3,454-86.5% | $5,630-91.7% | $4,299-89.2% |
| Admin fee / account holder | $2,239 | $7,999-72.0% | $15,900-85.9% | $6,924-67.7% |