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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 | $18,292 | $60,442-69.7% | $96,754-81.1% | $87,485-79.1% |
| Participation rate | 34.6% | 58.7%-24.1pp | 70.3%-35.7pp | 68.9%-34.3pp |
| Annual return | 13.36% | 21.97%-8.6pp | 82.04%-68.7pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,077 | $1,691-36.3% | $2,679-59.8% | $2,596-58.5% |
| Participant deferral / active EE | $100 | $3,280-97.0% | $4,758-97.9% | $4,274-97.7% |
| Admin fee / account holder | $584 | $5,069-88.5% | $8,905-93.4% | $7,775-92.5% |