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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 | $21,759 | $44,206-50.8% | $94,057-76.9% | $64,728-66.4% |
| Participation rate | 12.5% | 51.0%-38.5pp | 73.3%-60.8pp | 57.9%-45.4pp |
| Annual return | 10.13% | 259.42%-249.3pp | 480.62%-470.5pp | 49.38%-39.2pp |
| Employer contribution / active EE | $416 | $1,635-74.5% | $2,933-85.8% | $2,243-81.4% |
| Participant deferral / active EE | $336 | $1,902-82.3% | $4,709-92.9% | $2,729-87.7% |
| Admin fee / account holder | $893 | $1,230-27.4% | $7,244-87.7% | $1,145-22.0% |