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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 | $76,407-72.9% | $150,298-86.2% | $82,448-74.9% |
| Participation rate | 35.1% | 66.4%-31.3pp | 77.8%-42.6pp | 68.1%-32.9pp |
| Annual return | 9.12% | 39.99%-30.9pp | 62.79%-53.7pp | 41.64%-32.5pp |
| Employer contribution / active EE | $584 | $2,614-77.7% | $4,154-85.9% | $2,551-77.1% |
| Participant deferral / active EE | $800 | $3,214-75.1% | $5,453-85.3% | $4,139-80.7% |
| Admin fee / account holder | $4,823 | $6,352-24.1% | $14,116-65.8% | $7,234-33.3% |