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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 | $22,408 | $45,343-50.6% | $150,298-85.1% | $67,986-67.0% |
| Participation rate | 20.9% | 51.9%-30.9pp | 77.8%-56.8pp | 57.2%-36.3pp |
| Annual return | 9.38% | 33.28%-23.9pp | 62.79%-53.4pp | 31.67%-22.3pp |
| Employer contribution / active EE | $224 | $1,462-84.7% | $4,154-94.6% | $2,019-88.9% |
| Participant deferral / active EE | $362 | $2,055-82.4% | $5,453-93.4% | $3,358-89.2% |
| Admin fee / account holder | $1,472 | $2,250-34.6% | $14,116-89.6% | $3,203-54.0% |