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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 | $15,640 | $76,407-79.5% | $150,298-89.6% | $82,448-81.0% |
| Participation rate | 26.9% | 66.4%-39.5pp | 77.8%-50.8pp | 68.1%-41.1pp |
| Annual return | 10.44% | 39.99%-29.6pp | 62.79%-52.3pp | 41.64%-31.2pp |
| Employer contribution / active EE | $421 | $2,614-83.9% | $4,154-89.9% | $2,551-83.5% |
| Participant deferral / active EE | $443 | $3,214-86.2% | $5,453-91.9% | $4,139-89.3% |
| Admin fee / account holder | $1,188 | $6,352-81.3% | $14,116-91.6% | $7,234-83.6% |