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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 | $19,856 | $37,446-47.0% | $77,513-74.4% | $79,852-75.1% |
| Participation rate | 36.4% | 41.5%-5.2pp | 54.2%-17.8pp | 69.6%-33.3pp |
| Annual return | 8.93% | 39.76%-30.8pp | 54.81%-45.9pp | 31.72%-22.8pp |
| Employer contribution / active EE | $133 | $637-79.1% | $987-86.5% | $2,471-94.6% |
| Participant deferral / active EE | $140 | $1,261-88.9% | $1,861-92.5% | $3,740-96.3% |
| Admin fee / account holder | $2,764 | $2,506+10.3% | $2,859-3.3% | $5,306-47.9% |