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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 | $18,944 | $81,331-76.7% | $155,534-87.8% | $80,935-76.6% |
| Participation rate | 26.8% | 66.3%-39.5pp | 78.2%-51.5pp | 67.7%-40.9pp |
| Annual return | 9.97% | 33.37%-23.4pp | 64.92%-55.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $418 | $3,105-86.5% | $4,675-91.1% | $2,757-84.8% |
| Participant deferral / active EE | $639 | $3,454-81.5% | $5,630-88.7% | $4,299-85.1% |
| Admin fee / account holder | $3,098 | $7,999-61.3% | $15,900-80.5% | $6,924-55.3% |