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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 | $55,930-57.6% | $76,089-68.8% | $80,925-70.7% |
| Participation rate | 42.3% | 62.1%-19.7pp | 69.1%-26.8pp | 67.7%-25.4pp |
| Annual return | 4.33% | 20.58%-16.2pp | 360.94%-356.6pp | 35.65%-31.3pp |
| Employer contribution / active EE | $520 | $1,866-72.2% | $2,690-80.7% | $2,756-81.2% |
| Participant deferral / active EE | $677 | $3,051-77.8% | $4,259-84.1% | $4,299-84.2% |
| Admin fee / account holder | $661 | $5,241-87.4% | $6,418-89.7% | $6,940-90.5% |