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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 | $24,005 | $52,580-54.3% | $71,671-66.5% | $70,126-65.8% |
| Participation rate | 25.0% | 60.9%-35.9pp | 68.7%-43.7pp | 69.5%-44.5pp |
| Annual return | 4.91% | 20.25%-15.3pp | 20.65%-15.7pp | 73.15%-68.2pp |
| Employer contribution / active EE | $292 | $1,616-81.9% | $2,460-88.1% | $2,343-87.5% |
| Participant deferral / active EE | $697 | $2,386-70.8% | $3,438-79.7% | $3,332-79.1% |
| Admin fee / account holder | $387 | $3,653-89.4% | $5,558-93.0% | $4,645-91.7% |