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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 | $20,366 | $84,953-76.0% | $163,379-87.5% | $82,637-75.4% |
| Participation rate | 18.6% | 65.9%-47.3pp | 76.8%-58.2pp | 68.1%-49.4pp |
| Annual return | 12.48% | 23.07%-10.6pp | 63.41%-50.9pp | 53.51%-41.0pp |
| Employer contribution / active EE | $530 | $2,183-75.7% | $3,752-85.9% | $2,552-79.2% |
| Participant deferral / active EE | $779 | $4,326-82.0% | $6,282-87.6% | $4,126-81.1% |
| Admin fee / account holder | $1,519 | $7,921-80.8% | $9,818-84.5% | $7,339-79.3% |