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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 | $43,749-58.6% | $158,223-88.5% | $65,306-72.2% |
| Participation rate | 37.5% | 56.9%-19.4pp | 79.2%-41.7pp | 57.7%-20.2pp |
| Annual return | 3.82% | 19.41%-15.6pp | 52.09%-48.3pp | 21.94%-18.1pp |
| Employer contribution / active EE | $520 | $1,497-65.3% | $4,109-87.3% | $1,967-73.6% |
| Participant deferral / active EE | $548 | $2,019-72.8% | $5,467-90.0% | $2,959-81.5% |
| Admin fee / account holder | $1,369 | $1,930-29.1% | $16,047-91.5% | $3,480-60.7% |