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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 | $14,790 | $58,627-74.8% | $76,735-80.7% | $82,448-82.1% |
| Participation rate | 19.5% | 63.2%-43.7pp | 69.5%-50.0pp | 68.1%-48.6pp |
| Annual return | 12.20% | 39.10%-26.9pp | 29.77%-17.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $398 | $1,729-77.0% | $2,454-83.8% | $2,551-84.4% |
| Participant deferral / active EE | $715 | $3,134-77.2% | $4,088-82.5% | $4,139-82.7% |
| Admin fee / account holder | $6,365 | $5,323+19.6% | $7,189-11.5% | $7,234-12.0% |