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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 | $15,349 | $76,407-79.9% | $150,298-89.8% | $82,448-81.4% |
| Participation rate | 39.6% | 66.4%-26.8pp | 77.8%-38.1pp | 68.1%-28.4pp |
| Annual return | 13.12% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,100 | $2,614-57.9% | $4,154-73.5% | $2,551-56.9% |
| Participant deferral / active EE | $731 | $3,214-77.2% | $5,453-86.6% | $4,139-82.3% |
| Admin fee / account holder | $608 | $6,352-90.4% | $14,116-95.7% | $7,234-91.6% |