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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 | $26,290 | $72,071-63.5% | $68,368-61.5% | $137,256-80.8% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 12.97% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $395 | $2,788-85.8% | $2,649-85.1% | $4,156-90.5% |
| Participant deferral / active EE | $574 | $4,410-87.0% | $4,123-86.1% | $6,407-91.0% |
| Admin fee / account holder | $606 | $5,336-88.6% | $5,150-88.2% | $12,270-95.1% |