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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 | $21,284 | $43,496-51.1% | $161,489-86.8% | $64,340-66.9% |
| Participation rate | 18.4% | 53.5%-35.1pp | 78.7%-60.3pp | 55.2%-36.8pp |
| Annual return | 9.56% | 20.76%-11.2pp | 89.72%-80.2pp | 24.14%-14.6pp |
| Employer contribution / active EE | $318 | $1,431-77.8% | $4,268-92.6% | $1,862-82.9% |
| Participant deferral / active EE | $366 | $1,996-81.7% | $5,630-93.5% | $2,980-87.7% |
| Admin fee / account holder | $2,064 | $2,330-11.4% | $16,006-87.1% | $3,703-44.3% |