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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 | $22,783 | $51,184-55.5% | $66,439-65.7% | $86,983-73.8% |
| Participation rate | 34.4% | 68.5%-34.1pp | 74.5%-40.1pp | 69.5%-35.2pp |
| Annual return | 7.69% | 17.07%-9.4pp | 757.66%-750.0pp | 25.83%-18.1pp |
| Employer contribution / active EE | $411 | $2,023-79.7% | $2,637-84.4% | $2,584-84.1% |
| Participant deferral / active EE | $620 | $2,927-78.8% | $3,876-84.0% | $4,194-85.2% |
| Admin fee / account holder | $5,010 | $4,154+20.6% | $6,173-18.8% | $7,856-36.2% |