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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 | $22,763 | $22,602+0.7% | $65,566-65.3% | $75,173-69.7% |
| Participation rate | 37.9% | 63.1%-25.1pp | 64.9%-27.0pp | 67.2%-29.3pp |
| Annual return | 11.23% | 71.13%-59.9pp | 47.40%-36.2pp | 160.72%-149.5pp |
| Employer contribution / active EE | $671 | $941-28.7% | $1,692-60.4% | $2,671-74.9% |
| Participant deferral / active EE | $671 | $1,695-60.4% | $2,832-76.3% | $4,126-83.7% |
| Admin fee / account holder | $1,446 | $1,877-22.9% | $4,114-64.8% | $5,651-74.4% |