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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 | $18,623 | $91,179-79.6% | $178,499-89.6% | $79,852-76.7% |
| Participation rate | 36.6% | 69.2%-32.6pp | 81.9%-45.3pp | 69.6%-33.0pp |
| Annual return | 6.07% | 24.19%-18.1pp | 151.10%-145.0pp | 31.72%-25.6pp |
| Employer contribution / active EE | $728 | $3,256-77.6% | $5,011-85.5% | $2,471-70.5% |
| Participant deferral / active EE | $387 | $3,236-88.0% | $5,202-92.6% | $3,740-89.6% |
| Admin fee / account holder | $515 | $6,749-92.4% | $13,986-96.3% | $5,306-90.3% |