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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 | $17,723 | $61,605-71.2% | $112,236-84.2% | $75,173-76.4% |
| Participation rate | 21.4% | 61.7%-40.3pp | 72.4%-51.0pp | 67.2%-45.8pp |
| Annual return | 6.63% | 28.47%-21.8pp | 30.20%-23.6pp | 160.65%-154.0pp |
| Employer contribution / active EE | $545 | $2,015-73.0% | $3,431-84.1% | $2,670-79.6% |
| Participant deferral / active EE | $638 | $3,108-79.5% | $4,799-86.7% | $4,126-84.5% |
| Admin fee / account holder | $1,835 | $4,862-62.3% | $7,749-76.3% | $5,651-67.5% |