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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 | $20,684 | $78,690-73.7% | $161,489-87.2% | $87,485-76.4% |
| Participation rate | 35.1% | 67.5%-32.3pp | 78.7%-43.6pp | 68.9%-33.8pp |
| Annual return | 9.12% | 32.74%-23.6pp | 89.72%-80.6pp | 26.06%-16.9pp |
| Employer contribution / active EE | $584 | $2,588-77.4% | $4,268-86.3% | $2,596-77.5% |
| Participant deferral / active EE | $800 | $3,311-75.8% | $5,630-85.8% | $4,274-81.3% |
| Admin fee / account holder | $4,823 | $6,724-28.3% | $16,006-69.9% | $7,775-38.0% |