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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 | $23,835 | $95,406-75.0% | $185,849-87.2% | $85,847-72.2% |
| Participation rate | 53.1% | 68.8%-15.6pp | 81.7%-28.6pp | 69.3%-16.2pp |
| Annual return | 9.76% | 23.59%-13.8pp | 122.10%-112.3pp | 318.61%-308.8pp |
| Employer contribution / active EE | $756 | $3,314-77.2% | $5,169-85.4% | $2,565-70.5% |
| Participant deferral / active EE | $893 | $3,424-73.9% | $5,569-84.0% | $3,952-77.4% |
| Admin fee / account holder | $1,128 | $7,214-84.4% | $16,244-93.1% | $6,261-82.0% |