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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 | $14,389 | $55,902-74.3% | $76,030-81.1% | $80,959-82.2% |
| Participation rate | 28.6% | 62.1%-33.5pp | 69.1%-40.5pp | 67.7%-39.1pp |
| Annual return | 10.07% | 20.59%-10.5pp | 361.54%-351.5pp | 35.67%-25.6pp |
| Employer contribution / active EE | $771 | $1,867-58.7% | $2,688-71.3% | $2,757-72.1% |
| Participant deferral / active EE | $934 | $3,051-69.4% | $4,257-78.1% | $4,300-78.3% |
| Admin fee / account holder | $4,476 | $5,239-14.6% | $6,421-30.3% | $6,925-35.4% |