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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 | $45,431 | $75,541-39.9% | $152,093-70.1% | $82,637-45.0% |
| Participation rate | 19.4% | 66.5%-47.2pp | 77.8%-58.4pp | 68.1%-48.7pp |
| Annual return | 9.41% | 32.56%-23.1pp | 66.36%-56.9pp | 53.51%-44.1pp |
| Employer contribution / active EE | $515 | $2,622-80.4% | $4,175-87.7% | $2,552-79.8% |
| Participant deferral / active EE | $515 | $3,206-83.9% | $5,451-90.5% | $4,126-87.5% |
| Admin fee / account holder | $866 | $6,405-86.5% | $14,497-94.0% | $7,339-88.2% |