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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 | $16,024 | $55,453-71.1% | $170,435-90.6% | $62,293-74.3% |
| Participation rate | 52.3% | 66.4%-14.1pp | 83.6%-31.3pp | 69.5%-17.3pp |
| Annual return | 11.67% | 21.38%-9.7pp | 205.94%-194.3pp | 28.90%-17.2pp |
| Employer contribution / active EE | $382 | $2,164-82.3% | $5,432-93.0% | $2,042-81.3% |
| Participant deferral / active EE | $674 | $2,303-70.7% | $4,939-86.3% | $3,169-78.7% |
| Admin fee / account holder | $967 | $455+112.6% | $13,881-93.0% | $479+101.8% |