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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 | $23,729 | $52,279-54.6% | $89,414-73.5% | $79,852-70.3% |
| Participation rate | 22.2% | 57.5%-35.3pp | 68.0%-45.8pp | 69.6%-47.4pp |
| Annual return | 10.66% | 22.16%-11.5pp | 245.50%-234.8pp | 31.72%-21.1pp |
| Employer contribution / active EE | $287 | $1,572-81.8% | $2,586-88.9% | $2,471-88.4% |
| Participant deferral / active EE | $436 | $2,740-84.1% | $3,890-88.8% | $3,740-88.3% |
| Admin fee / account holder | $1,973 | $3,356-41.2% | $4,883-59.6% | $5,306-62.8% |