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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 | $22,710 | $48,337-53.0% | $67,560-66.4% | $80,959-71.9% |
| Participation rate | 19.0% | 66.4%-47.4pp | 72.9%-53.9pp | 67.7%-48.6pp |
| Annual return | 10.04% | 18.26%-8.2pp | 3533.50%-3523.5pp | 35.67%-25.6pp |
| Employer contribution / active EE | $420 | $2,023-79.2% | $2,737-84.6% | $2,757-84.8% |
| Participant deferral / active EE | $525 | $2,928-82.1% | $4,004-86.9% | $4,300-87.8% |
| Admin fee / account holder | $1,370 | $3,695-62.9% | $3,994-65.7% | $6,925-80.2% |