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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 | $22,465 | $81,358-72.4% | $155,556-85.6% | $80,959-72.3% |
| Participation rate | 16.1% | 66.3%-50.1pp | 78.2%-62.1pp | 67.7%-51.5pp |
| Annual return | 7.12% | 33.39%-26.3pp | 64.84%-57.7pp | 35.67%-28.5pp |
| Employer contribution / active EE | $481 | $3,106-84.5% | $4,675-89.7% | $2,757-82.5% |
| Participant deferral / active EE | $850 | $3,455-75.4% | $5,631-84.9% | $4,300-80.2% |
| Admin fee / account holder | $8,158 | $7,994+2.1% | $15,885-48.6% | $6,925+17.8% |