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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 | $13,333 | $48,078-72.3% | $78,676-83.1% | $62,881-78.8% |
| Participation rate | 33.8% | 65.2%-31.4pp | 73.6%-39.8pp | 69.3%-35.5pp |
| Annual return | 2.83% | 31.36%-28.5pp | 62.19%-59.4pp | 20.14%-17.3pp |
| Employer contribution / active EE | $504 | $2,015-75.0% | $2,850-82.3% | $2,281-77.9% |
| Participant deferral / active EE | $711 | $2,587-72.5% | $3,517-79.8% | $3,203-77.8% |
| Admin fee / account holder | $2,248 | $3,206-29.9% | $4,510-50.2% | $4,296-47.7% |