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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 | $77,814-73.4% | $158,223-86.9% | $86,983-76.2% |
| Participation rate | 35.1% | 68.4%-33.3pp | 79.2%-44.1pp | 69.5%-34.4pp |
| Annual return | 9.12% | 30.54%-21.4pp | 52.09%-43.0pp | 25.83%-16.7pp |
| Employer contribution / active EE | $584 | $2,592-77.5% | $4,109-85.8% | $2,584-77.4% |
| Participant deferral / active EE | $800 | $3,270-75.5% | $5,467-85.4% | $4,194-80.9% |
| Admin fee / account holder | $4,823 | $5,879-18.0% | $16,047-69.9% | $7,856-38.6% |