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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 | $22,496 | $57,073-60.6% | $85,126-73.6% | $80,925-72.2% |
| Participation rate | 8.9% | 56.4%-47.5pp | 67.5%-58.7pp | 67.7%-58.8pp |
| Annual return | 7.78% | 21.69%-13.9pp | 66.63%-58.9pp | 35.65%-27.9pp |
| Employer contribution / active EE | $306 | $1,801-83.0% | $2,731-88.8% | $2,756-88.9% |
| Participant deferral / active EE | $50 | $3,113-98.4% | $4,523-98.9% | $4,299-98.8% |
| Admin fee / account holder | $771 | $4,988-84.5% | $6,160-87.5% | $6,940-88.9% |