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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 | $16,861 | $81,358-79.3% | $155,556-89.2% | $80,959-79.2% |
| Participation rate | 40.0% | 66.3%-26.3pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 9.14% | 33.39%-24.2pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $428 | $3,106-86.2% | $4,675-90.8% | $2,757-84.5% |
| Participant deferral / active EE | $884 | $3,455-74.4% | $5,631-84.3% | $4,300-79.4% |
| Admin fee / account holder | $3,867 | $7,994-51.6% | $15,885-75.7% | $6,925-44.2% |