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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 | $21,470 | $62,672-65.7% | $185,117-88.4% | $70,126-69.4% |
| Participation rate | 54.4% | 63.8%-9.3pp | 77.3%-22.8pp | 69.5%-15.1pp |
| Annual return | 12.86% | 40.79%-27.9pp | 40.50%-27.6pp | 73.15%-60.3pp |
| Employer contribution / active EE | $316 | $1,753-81.9% | $4,182-92.4% | $2,343-86.5% |
| Participant deferral / active EE | $935 | $3,272-71.4% | $5,045-81.5% | $3,332-71.9% |
| Admin fee / account holder | $471 | $3,932-88.0% | $8,159-94.2% | $4,645-89.9% |