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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 | $23,779 | $84,236-71.8% | $170,439-86.0% | $70,124-66.1% |
| Participation rate | 45.7% | 70.8%-25.2pp | 83.6%-37.9pp | 69.5%-23.9pp |
| Annual return | 11.32% | 23.06%-11.7pp | 205.94%-194.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $456 | $3,387-86.5% | $5,433-91.6% | $2,342-80.5% |
| Participant deferral / active EE | $808 | $3,086-73.8% | $4,939-83.6% | $3,332-75.7% |
| Admin fee / account holder | $2,900 | $5,698-49.1% | $13,881-79.1% | $4,645-37.6% |