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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 | $16,048 | $81,358-80.3% | $155,556-89.7% | $80,959-80.2% |
| Participation rate | 38.5% | 66.3%-27.8pp | 78.2%-39.8pp | 67.7%-29.2pp |
| Annual return | 5.83% | 33.39%-27.6pp | 64.84%-59.0pp | 35.67%-29.8pp |
| Employer contribution / active EE | $614 | $3,106-80.2% | $4,675-86.9% | $2,757-77.7% |
| Participant deferral / active EE | $671 | $3,455-80.6% | $5,631-88.1% | $4,300-84.4% |
| Admin fee / account holder | $2,593 | $7,994-67.6% | $15,885-83.7% | $6,925-62.6% |