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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 | $15,039 | $43,075-65.1% | $74,577-79.8% | $62,881-76.1% |
| Participation rate | 16.2% | 58.1%-41.9pp | 68.1%-51.9pp | 69.3%-53.1pp |
| Annual return | 4.01% | 17.50%-13.5pp | 20.47%-16.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $316 | $1,498-78.9% | $2,525-87.5% | $2,281-86.1% |
| Participant deferral / active EE | $507 | $2,389-78.8% | $3,458-85.3% | $3,203-84.2% |
| Admin fee / account holder | $3,441 | $2,840+21.2% | $4,138-16.8% | $4,296-19.9% |