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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 | $12,544 | $81,331-84.6% | $155,534-91.9% | $80,935-84.5% |
| Participation rate | 23.0% | 66.3%-43.3pp | 78.2%-55.3pp | 67.7%-44.7pp |
| Annual return | 9.64% | 33.37%-23.7pp | 64.92%-55.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $603 | $3,105-80.6% | $4,675-87.1% | $2,757-78.1% |
| Participant deferral / active EE | $808 | $3,454-76.6% | $5,630-85.7% | $4,299-81.2% |
| Admin fee / account holder | $3,599 | $7,999-55.0% | $15,900-77.4% | $6,924-48.0% |