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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 | $18,411 | $77,638-76.3% | $156,551-88.2% | $62,881-70.7% |
| Participation rate | 19.0% | 71.2%-52.2pp | 84.0%-65.0pp | 69.3%-50.3pp |
| Annual return | 1.24% | 50.33%-49.1pp | 32.23%-31.0pp | 20.14%-18.9pp |
| Employer contribution / active EE | $373 | $3,444-89.2% | $5,501-93.2% | $2,281-83.6% |
| Participant deferral / active EE | $597 | $3,046-80.4% | $4,871-87.7% | $3,203-81.4% |
| Admin fee / account holder | $450 | $5,561-91.9% | $13,028-96.5% | $4,296-89.5% |