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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 | $22,264 | $77,908-71.4% | $149,696-85.1% | $75,173-70.4% |
| Participation rate | 31.5% | 65.6%-34.1pp | 78.8%-47.3pp | 67.2%-35.7pp |
| Annual return | 11.12% | 31.73%-20.6pp | 134.46%-123.3pp | 160.72%-149.6pp |
| Employer contribution / active EE | $513 | $3,138-83.7% | $4,821-89.4% | $2,671-80.8% |
| Participant deferral / active EE | $702 | $3,411-79.4% | $5,682-87.7% | $4,126-83.0% |
| Admin fee / account holder | $3,823 | $5,950-35.7% | $13,212-71.1% | $5,651-32.3% |