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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 | $19,786 | $91,179-78.3% | $178,499-88.9% | $79,852-75.2% |
| Participation rate | 67.6% | 69.2%-1.6pp | 81.9%-14.4pp | 69.6%-2.1pp |
| Annual return | 5.38% | 24.19%-18.8pp | 151.10%-145.7pp | 31.72%-26.3pp |
| Employer contribution / active EE | $1,220 | $3,256-62.5% | $5,011-75.7% | $2,471-50.6% |
| Participant deferral / active EE | $688 | $3,236-78.7% | $5,202-86.8% | $3,740-81.6% |
| Admin fee / account holder | $1,824 | $6,749-73.0% | $13,986-87.0% | $5,306-65.6% |