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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 | $13,095 | $58,848-77.7% | $88,179-85.1% | $82,637-84.2% |
| Participation rate | 29.5% | 57.9%-28.4pp | 69.1%-39.7pp | 68.1%-38.6pp |
| Annual return | 11.27% | 22.76%-11.5pp | 64.97%-53.7pp | 53.51%-42.2pp |
| Employer contribution / active EE | $277 | $1,678-83.5% | $2,549-89.1% | $2,552-89.1% |
| Participant deferral / active EE | $595 | $3,124-80.9% | $4,614-87.1% | $4,126-85.6% |
| Admin fee / account holder | $3,545 | $4,795-26.1% | $7,673-53.8% | $7,339-51.7% |