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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 | $14,602 | $76,407-80.9% | $150,298-90.3% | $82,448-82.3% |
| Participation rate | 35.9% | 66.4%-30.5pp | 77.8%-41.8pp | 68.1%-32.1pp |
| Annual return | 11.28% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $384 | $2,614-85.3% | $4,154-90.8% | $2,551-84.9% |
| Participant deferral / active EE | $694 | $3,214-78.4% | $5,453-87.3% | $4,139-83.2% |
| Admin fee / account holder | $511 | $6,352-92.0% | $14,116-96.4% | $7,234-92.9% |