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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 | $16,676 | $55,889-70.2% | $76,119-78.1% | $80,935-79.4% |
| Participation rate | 42.5% | 62.1%-19.6pp | 69.1%-26.6pp | 67.7%-25.2pp |
| Annual return | 6.70% | 20.58%-13.9pp | 361.25%-354.5pp | 35.66%-29.0pp |
| Employer contribution / active EE | $559 | $1,866-70.1% | $2,693-79.2% | $2,757-79.7% |
| Participant deferral / active EE | $225 | $3,051-92.6% | $4,259-94.7% | $4,299-94.8% |
| Admin fee / account holder | $2,893 | $5,241-44.8% | $6,421-55.0% | $6,924-58.2% |