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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 | $15,575 | $51,222-69.6% | $70,544-77.9% | $75,173-79.3% |
| Participation rate | 18.3% | 61.0%-42.7pp | 68.4%-50.1pp | 67.2%-48.9pp |
| Annual return | 10.61% | 30.06%-19.4pp | 32.79%-22.2pp | 160.72%-150.1pp |
| Employer contribution / active EE | $393 | $1,827-78.5% | $2,976-86.8% | $2,671-85.3% |
| Participant deferral / active EE | $447 | $2,850-84.3% | $4,568-90.2% | $4,126-89.2% |
| Admin fee / account holder | $4,612 | $4,096+12.6% | $6,427-28.2% | $5,651-18.4% |