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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 | $13,451 | $48,337-72.2% | $67,560-80.1% | $80,959-83.4% |
| Participation rate | 23.1% | 66.4%-43.4pp | 72.9%-49.9pp | 67.7%-44.6pp |
| Annual return | 8.54% | 18.26%-9.7pp | 3533.50%-3525.0pp | 35.67%-27.1pp |
| Employer contribution / active EE | $533 | $2,023-73.6% | $2,737-80.5% | $2,757-80.7% |
| Participant deferral / active EE | $675 | $2,928-76.9% | $4,004-83.1% | $4,300-84.3% |
| Admin fee / account holder | $2,461 | $3,695-33.4% | $3,994-38.4% | $6,925-64.5% |