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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 | $19,168 | $76,407-74.9% | $150,298-87.2% | $82,448-76.8% |
| Participation rate | 16.1% | 66.4%-50.3pp | 77.8%-61.6pp | 68.1%-51.9pp |
| Annual return | 11.51% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $358 | $2,614-86.3% | $4,154-91.4% | $2,551-86.0% |
| Participant deferral / active EE | $592 | $3,214-81.6% | $5,453-89.1% | $4,139-85.7% |
| Admin fee / account holder | $7,351 | $6,352+15.7% | $14,116-47.9% | $7,234+1.6% |