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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 | $10,190 | $81,233-87.5% | $155,567-93.4% | $80,874-87.4% |
| Participation rate | 39.1% | 66.2%-27.2pp | 78.2%-39.1pp | 67.6%-28.6pp |
| Annual return | 8.99% | 33.33%-24.3pp | 64.74%-55.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $1,223 | $3,101-60.6% | $4,674-73.8% | $2,756-55.6% |
| Participant deferral / active EE | $570 | $3,452-83.5% | $5,628-89.9% | $4,297-86.7% |
| Admin fee / account holder | $3,537 | $7,998-55.8% | $15,916-77.8% | $6,935-49.0% |