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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 | $15,624 | $88,996-82.4% | $78,004-80.0% | $138,895-88.8% |
| Participation rate | 26.1% | 74.4%-48.3pp | 69.4%-43.4pp | 79.9%-53.8pp |
| Annual return | 9.23% | 28.03%-18.8pp | 31.07%-21.8pp | 145.39%-136.2pp |
| Employer contribution / active EE | $645 | $2,917-77.9% | $2,469-73.9% | $4,194-84.6% |
| Participant deferral / active EE | $813 | $4,724-82.8% | $4,092-80.1% | $6,396-87.3% |
| Admin fee / account holder | $3,424 | $8,807-61.1% | $7,578-54.8% | $12,562-72.7% |