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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 | $54,913 | $54,193+1.3% | $93,669-41.4% | $77,714-29.3% |
| Participation rate | 20.1% | 63.9%-43.8pp | 68.7%-48.6pp | 70.6%-50.4pp |
| Annual return | 10.27% | 30.54%-20.3pp | 133.59%-123.3pp | 31.26%-21.0pp |
| Employer contribution / active EE | $429 | $1,168-63.3% | $2,424-82.3% | $2,727-84.3% |
| Participant deferral / active EE | $777 | $3,144-75.3% | $4,416-82.4% | $4,649-83.3% |
| Admin fee / account holder | $3,414 | $576+493.2% | $8,291-58.8% | $433+688.0% |