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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 | $16,673 | $78,690-78.8% | $161,489-89.7% | $87,485-80.9% |
| Participation rate | 44.2% | 67.5%-23.2pp | 78.7%-34.5pp | 68.9%-24.7pp |
| Annual return | 11.71% | 32.74%-21.0pp | 89.72%-78.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $725 | $2,588-72.0% | $4,268-83.0% | $2,596-72.1% |
| Participant deferral / active EE | $744 | $3,311-77.5% | $5,630-86.8% | $4,274-82.6% |
| Admin fee / account holder | $5,413 | $6,724-19.5% | $16,006-66.2% | $7,775-30.4% |