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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 | $23,697 | $58,275-59.3% | $81,844-71.0% | $80,935-70.7% |
| Participation rate | 22.2% | 63.5%-41.2pp | 72.4%-50.2pp | 67.7%-45.4pp |
| Annual return | 10.56% | 41.82%-31.3pp | 778.87%-768.3pp | 35.66%-25.1pp |
| Employer contribution / active EE | $431 | $2,346-81.6% | $2,916-85.2% | $2,757-84.4% |
| Participant deferral / active EE | $386 | $3,285-88.2% | $4,323-91.1% | $4,299-91.0% |
| Admin fee / account holder | $5,940 | $4,749+25.1% | $7,355-19.2% | $6,924-14.2% |