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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 | $23,157 | $95,406-75.7% | $185,849-87.5% | $85,847-73.0% |
| Participation rate | 34.0% | 68.8%-34.8pp | 81.7%-47.7pp | 69.3%-35.3pp |
| Annual return | 9.02% | 23.59%-14.6pp | 122.10%-113.1pp | 318.61%-309.6pp |
| Employer contribution / active EE | $610 | $3,314-81.6% | $5,169-88.2% | $2,565-76.2% |
| Participant deferral / active EE | $424 | $3,424-87.6% | $5,569-92.4% | $3,952-89.3% |
| Admin fee / account holder | $1,486 | $7,214-79.4% | $16,244-90.9% | $6,261-76.3% |