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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 | $24,377 | $85,024-71.3% | $70,544-65.4% | $139,466-82.5% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.4%-43.4pp | 80.3%-55.3pp |
| Annual return | 9.58% | 30.39%-20.8pp | 32.79%-23.2pp | 373.66%-364.1pp |
| Employer contribution / active EE | $625 | $3,912-84.0% | $2,976-79.0% | $4,754-86.8% |
| Participant deferral / active EE | $993 | $5,891-83.1% | $4,568-78.3% | $6,712-85.2% |
| Admin fee / account holder | $5,062 | $8,928-43.3% | $6,427-21.2% | $11,409-55.6% |