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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 | $18,127 | $45,343-60.0% | $150,298-87.9% | $67,986-73.3% |
| Participation rate | 37.5% | 51.9%-14.4pp | 77.8%-40.3pp | 57.2%-19.7pp |
| Annual return | 3.82% | 33.28%-29.5pp | 62.79%-59.0pp | 31.67%-27.8pp |
| Employer contribution / active EE | $520 | $1,462-64.4% | $4,154-87.5% | $2,019-74.2% |
| Participant deferral / active EE | $548 | $2,055-73.3% | $5,453-89.9% | $3,358-83.7% |
| Admin fee / account holder | $1,369 | $2,250-39.1% | $14,116-90.3% | $3,203-57.3% |