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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 | $21,865 | $99,875-78.1% | $146,866-85.1% | $86,983-74.9% |
| Participation rate | 48.1% | 75.8%-27.7pp | 82.5%-34.4pp | 69.5%-21.4pp |
| Annual return | 12.87% | 28.10%-15.2pp | 102.85%-90.0pp | 25.83%-13.0pp |
| Employer contribution / active EE | $1,076 | $3,224-66.6% | $4,425-75.7% | $2,584-58.4% |
| Participant deferral / active EE | $1,709 | $6,322-73.0% | $7,759-78.0% | $4,194-59.3% |
| Admin fee / account holder | $2,559 | $7,838-67.4% | $13,620-81.2% | $7,856-67.4% |