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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 | $15,843 | $81,331-80.5% | $155,534-89.8% | $80,935-80.4% |
| Participation rate | 31.3% | 66.3%-35.0pp | 78.2%-47.0pp | 67.7%-36.4pp |
| Annual return | 9.30% | 33.37%-24.1pp | 64.92%-55.6pp | 35.66%-26.4pp |
| Employer contribution / active EE | $453 | $3,105-85.4% | $4,675-90.3% | $2,757-83.6% |
| Participant deferral / active EE | $630 | $3,454-81.8% | $5,630-88.8% | $4,299-85.4% |
| Admin fee / account holder | $1,241 | $7,999-84.5% | $15,900-92.2% | $6,924-82.1% |