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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 | $20,516 | $49,896-58.9% | $80,627-74.6% | $75,173-72.7% |
| Participation rate | 32.7% | 55.3%-22.6pp | 67.0%-34.3pp | 67.2%-34.5pp |
| Annual return | 10.09% | 34.67%-24.6pp | 936.76%-926.7pp | 160.72%-150.6pp |
| Employer contribution / active EE | $406 | $1,699-76.1% | $2,723-85.1% | $2,671-84.8% |
| Participant deferral / active EE | $507 | $2,992-83.1% | $4,443-88.6% | $4,126-87.7% |
| Admin fee / account holder | $2,656 | $3,578-25.8% | $5,381-50.6% | $5,651-53.0% |