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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 | $13,287 | $55,902-76.2% | $76,030-82.5% | $80,959-83.6% |
| Participation rate | 24.6% | 62.1%-37.4pp | 69.1%-44.4pp | 67.7%-43.0pp |
| Annual return | 8.68% | 20.59%-11.9pp | 361.54%-352.9pp | 35.67%-27.0pp |
| Employer contribution / active EE | $466 | $1,867-75.0% | $2,688-82.6% | $2,757-83.1% |
| Participant deferral / active EE | $704 | $3,051-76.9% | $4,257-83.5% | $4,300-83.6% |
| Admin fee / account holder | $2,403 | $5,239-54.1% | $6,421-62.6% | $6,925-65.3% |