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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 | $19,930 | $76,407-73.9% | $150,298-86.7% | $82,448-75.8% |
| Participation rate | 25.0% | 66.4%-41.4pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 11.74% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $444 | $2,614-83.0% | $4,154-89.3% | $2,551-82.6% |
| Participant deferral / active EE | $531 | $3,214-83.5% | $5,453-90.3% | $4,139-87.2% |
| Admin fee / account holder | $610 | $6,352-90.4% | $14,116-95.7% | $7,234-91.6% |