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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 | $31,599 | $55,902-43.5% | $76,030-58.4% | $80,959-61.0% |
| Participation rate | 22.2% | 62.1%-39.8pp | 69.1%-46.8pp | 67.7%-45.4pp |
| Annual return | 9.87% | 20.59%-10.7pp | 361.54%-351.7pp | 35.67%-25.8pp |
| Employer contribution / active EE | $388 | $1,867-79.2% | $2,688-85.6% | $2,757-85.9% |
| Participant deferral / active EE | $459 | $3,051-85.0% | $4,257-89.2% | $4,300-89.3% |
| Admin fee / account holder | $2,339 | $5,239-55.4% | $6,421-63.6% | $6,925-66.2% |