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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 | $13,808 | $54,757-74.8% | $90,304-84.7% | $72,975-81.1% |
| Participation rate | 24.2% | 65.2%-40.9pp | 73.3%-49.0pp | 69.5%-45.2pp |
| Annual return | 12.63% | 30.63%-18.0pp | 78.13%-65.5pp | 81.01%-68.4pp |
| Employer contribution / active EE | $255 | $2,093-87.8% | $2,855-91.1% | $2,440-89.5% |
| Participant deferral / active EE | $670 | $2,887-76.8% | $3,885-82.7% | $3,608-81.4% |
| Admin fee / account holder | $339 | $3,973-91.5% | $5,354-93.7% | $5,124-93.4% |