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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 | $22,662 | $52,580-56.9% | $71,671-68.4% | $70,124-67.7% |
| Participation rate | 34.4% | 60.9%-26.5pp | 68.7%-34.4pp | 69.5%-35.2pp |
| Annual return | 9.32% | 20.25%-10.9pp | 20.65%-11.3pp | 73.14%-63.8pp |
| Employer contribution / active EE | $550 | $1,616-65.9% | $2,460-77.6% | $2,342-76.5% |
| Participant deferral / active EE | $425 | $2,386-82.2% | $3,438-87.6% | $3,332-87.2% |
| Admin fee / account holder | $551 | $3,653-84.9% | $5,558-90.1% | $4,645-88.1% |