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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 | $18,328 | $70,684-74.1% | $169,397-89.2% | $75,177-75.6% |
| Participation rate | 37.5% | 64.8%-27.3pp | 77.2%-39.7pp | 67.2%-29.7pp |
| Annual return | 9.42% | 36.38%-27.0pp | 406.23%-396.8pp | 160.75%-151.3pp |
| Employer contribution / active EE | $960 | $2,211-56.6% | $4,013-76.1% | $2,671-64.1% |
| Participant deferral / active EE | $1,231 | $4,310-71.4% | $6,223-80.2% | $4,126-70.2% |
| Admin fee / account holder | $3,593 | $5,404-33.5% | $9,017-60.2% | $5,651-36.4% |