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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 | $16,130 | $76,407-78.9% | $150,298-89.3% | $82,448-80.4% |
| Participation rate | 35.4% | 66.4%-31.0pp | 77.8%-42.4pp | 68.1%-32.7pp |
| Annual return | 10.61% | 39.99%-29.4pp | 62.79%-52.2pp | 41.64%-31.0pp |
| Employer contribution / active EE | $398 | $2,614-84.8% | $4,154-90.4% | $2,551-84.4% |
| Participant deferral / active EE | $630 | $3,214-80.4% | $5,453-88.5% | $4,139-84.8% |
| Admin fee / account holder | $1,621 | $6,352-74.5% | $14,116-88.5% | $7,234-77.6% |