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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 | $26,196 | $60,165-56.5% | $74,184-64.7% | $55,167-52.5% |
| Participation rate | 64.7% | 74.2%-9.4pp | 76.6%-11.9pp | 69.0%-4.3pp |
| Annual return | 5.42% | 10.00%-4.6pp | 17.74%-12.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $964 | $1,600-39.7% | $2,370-59.3% | $1,963-50.9% |
| Participant deferral / active EE | $819 | $2,973-72.5% | $3,550-76.9% | $3,054-73.2% |
| Admin fee / account holder | $464 | $419+10.6% | $5,586-91.7% | $504-7.9% |