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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 | $23,593 | $62,672-62.4% | $185,117-87.3% | $70,126-66.4% |
| Participation rate | 21.8% | 63.8%-42.0pp | 77.3%-55.4pp | 69.5%-47.7pp |
| Annual return | 13.19% | 40.79%-27.6pp | 40.50%-27.3pp | 73.15%-60.0pp |
| Employer contribution / active EE | $283 | $1,753-83.8% | $4,182-93.2% | $2,343-87.9% |
| Participant deferral / active EE | $770 | $3,272-76.5% | $5,045-84.7% | $3,332-76.9% |
| Admin fee / account holder | $5,082 | $3,932+29.3% | $8,159-37.7% | $4,645+9.4% |