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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 | $23,710 | $55,902-57.6% | $76,030-68.8% | $80,959-70.7% |
| Participation rate | 42.3% | 62.1%-19.8pp | 69.1%-26.8pp | 67.7%-25.4pp |
| Annual return | 4.33% | 20.59%-16.3pp | 361.54%-357.2pp | 35.67%-31.3pp |
| Employer contribution / active EE | $520 | $1,867-72.2% | $2,688-80.7% | $2,757-81.2% |
| Participant deferral / active EE | $677 | $3,051-77.8% | $4,257-84.1% | $4,300-84.3% |
| Admin fee / account holder | $661 | $5,239-87.4% | $6,421-89.7% | $6,925-90.5% |