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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 | $78,690-68.5% | $161,489-84.6% | $87,485-71.6% |
| Participation rate | 20.5% | 67.5%-47.0pp | 78.7%-58.2pp | 68.9%-48.5pp |
| Annual return | 9.66% | 32.74%-23.1pp | 89.72%-80.1pp | 26.06%-16.4pp |
| Employer contribution / active EE | $354 | $2,588-86.3% | $4,268-91.7% | $2,596-86.4% |
| Participant deferral / active EE | $518 | $3,311-84.3% | $5,630-90.8% | $4,274-87.9% |
| Admin fee / account holder | $655 | $6,724-90.3% | $16,006-95.9% | $7,775-91.6% |