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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 | $18,886 | $59,804-68.4% | $81,982-77.0% | $79,856-76.3% |
| Participation rate | 27.3% | 61.6%-34.4pp | 69.3%-42.0pp | 69.6%-42.4pp |
| Annual return | 3.26% | 17.56%-14.3pp | 41.31%-38.1pp | 31.71%-28.5pp |
| Employer contribution / active EE | $318 | $1,713-81.4% | $2,498-87.3% | $2,471-87.1% |
| Participant deferral / active EE | $422 | $2,695-84.3% | $3,722-88.7% | $3,741-88.7% |
| Admin fee / account holder | $2,321 | $4,288-45.9% | $5,665-59.0% | $5,306-56.3% |