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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 | $18,649 | $97,125-80.8% | $86,233-78.4% | $137,256-86.4% |
| Participation rate | 30.8% | 74.2%-43.4pp | 69.0%-38.2pp | 80.0%-49.2pp |
| Annual return | 8.18% | 74.19%-66.0pp | 61.39%-53.2pp | 220.34%-212.2pp |
| Employer contribution / active EE | $412 | $2,841-85.5% | $2,504-83.5% | $4,156-90.1% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,568 | $9,725-83.9% | $8,342-81.2% | $12,270-87.2% |