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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 | $45,343-53.1% | $150,298-85.8% | $67,986-68.7% |
| Participation rate | 18.4% | 51.9%-33.4pp | 77.8%-59.3pp | 57.2%-38.8pp |
| Annual return | 9.56% | 33.28%-23.7pp | 62.79%-53.2pp | 31.67%-22.1pp |
| Employer contribution / active EE | $318 | $1,462-78.3% | $4,154-92.3% | $2,019-84.3% |
| Participant deferral / active EE | $366 | $2,055-82.2% | $5,453-93.3% | $3,358-89.1% |
| Admin fee / account holder | $2,064 | $2,250-8.3% | $14,116-85.4% | $3,203-35.6% |