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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 | $23,334 | $81,331-71.3% | $155,534-85.0% | $80,935-71.2% |
| Participation rate | 38.5% | 66.3%-27.8pp | 78.2%-39.8pp | 67.7%-29.2pp |
| Annual return | 8.51% | 33.37%-24.9pp | 64.92%-56.4pp | 35.66%-27.1pp |
| Employer contribution / active EE | $633 | $3,105-79.6% | $4,675-86.5% | $2,757-77.1% |
| Participant deferral / active EE | $272 | $3,454-92.1% | $5,630-95.2% | $4,299-93.7% |
| Admin fee / account holder | $4,048 | $7,999-49.4% | $15,900-74.5% | $6,924-41.5% |