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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 | $24,819 | $77,814-68.1% | $158,223-84.3% | $86,983-71.5% |
| Participation rate | 20.5% | 68.4%-48.0pp | 79.2%-58.7pp | 69.5%-49.1pp |
| Annual return | 9.66% | 30.54%-20.9pp | 52.09%-42.4pp | 25.83%-16.2pp |
| Employer contribution / active EE | $354 | $2,592-86.4% | $4,109-91.4% | $2,584-86.3% |
| Participant deferral / active EE | $518 | $3,270-84.1% | $5,467-90.5% | $4,194-87.6% |
| Admin fee / account holder | $655 | $5,879-88.9% | $16,047-95.9% | $7,856-91.7% |