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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 | $15,894 | $76,407-79.2% | $150,298-89.4% | $82,448-80.7% |
| Participation rate | 27.9% | 66.4%-38.5pp | 77.8%-49.9pp | 68.1%-40.2pp |
| Annual return | 11.91% | 39.99%-28.1pp | 62.79%-50.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $333 | $2,614-87.3% | $4,154-92.0% | $2,551-86.9% |
| Participant deferral / active EE | $480 | $3,214-85.1% | $5,453-91.2% | $4,139-88.4% |
| Admin fee / account holder | $348 | $6,352-94.5% | $14,116-97.5% | $7,234-95.2% |