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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 | $20,948 | $49,897-58.0% | $80,648-74.0% | $75,177-72.1% |
| Participation rate | 36.4% | 55.3%-19.0pp | 67.0%-30.6pp | 67.2%-30.8pp |
| Annual return | 11.68% | 34.68%-23.0pp | 937.21%-925.5pp | 160.75%-149.1pp |
| Employer contribution / active EE | $423 | $1,699-75.1% | $2,724-84.5% | $2,671-84.2% |
| Participant deferral / active EE | $713 | $2,992-76.2% | $4,443-83.9% | $4,126-82.7% |
| Admin fee / account holder | $3,602 | $3,579+0.7% | $5,382-33.1% | $5,651-36.3% |