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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 | $17,173 | $45,343-62.1% | $150,298-88.6% | $67,986-74.7% |
| Participation rate | 25.1% | 51.9%-26.7pp | 77.8%-52.7pp | 57.2%-32.1pp |
| Annual return | 3.42% | 33.28%-29.9pp | 62.79%-59.4pp | 31.67%-28.2pp |
| Employer contribution / active EE | $343 | $1,462-76.5% | $4,154-91.7% | $2,019-83.0% |
| Participant deferral / active EE | $372 | $2,055-81.9% | $5,453-93.2% | $3,358-88.9% |
| Admin fee / account holder | $2,436 | $2,250+8.3% | $14,116-82.7% | $3,203-24.0% |