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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 | $78,690-75.6% | $161,489-88.1% | $87,485-78.1% |
| Participation rate | 16.1% | 67.5%-51.3pp | 78.7%-62.6pp | 68.9%-52.8pp |
| Annual return | 11.51% | 32.74%-21.2pp | 89.72%-78.2pp | 26.06%-14.6pp |
| Employer contribution / active EE | $358 | $2,588-86.2% | $4,268-91.6% | $2,596-86.2% |
| Participant deferral / active EE | $592 | $3,311-82.1% | $5,630-89.5% | $4,274-86.1% |
| Admin fee / account holder | $7,351 | $6,724+9.3% | $16,006-54.1% | $7,775-5.5% |