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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 | $19,242 | $81,331-76.3% | $155,534-87.6% | $80,935-76.2% |
| Participation rate | 40.0% | 66.3%-26.3pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 10.12% | 33.37%-23.2pp | 64.92%-54.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $566 | $3,105-81.8% | $4,675-87.9% | $2,757-79.5% |
| Participant deferral / active EE | $842 | $3,454-75.6% | $5,630-85.0% | $4,299-80.4% |
| Admin fee / account holder | $487 | $7,999-93.9% | $15,900-96.9% | $6,924-93.0% |