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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 | $18,644 | $65,361-71.5% | $92,903-79.9% | $72,983-74.5% |
| Participation rate | 48.4% | 68.3%-19.9pp | 76.0%-27.6pp | 69.5%-21.1pp |
| Annual return | 6.88% | 42.11%-35.2pp | 109.43%-102.6pp | 81.01%-74.1pp |
| Employer contribution / active EE | $1,056 | $2,594-59.3% | $3,653-71.1% | $2,440-56.7% |
| Participant deferral / active EE | $1,056 | $3,128-66.2% | $4,238-75.1% | $3,608-70.7% |
| Admin fee / account holder | $915 | $4,251-78.5% | $5,795-84.2% | $5,124-82.2% |