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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 | $25,236 | $51,207-50.7% | $70,565-64.2% | $75,177-66.4% |
| Participation rate | 44.7% | 61.0%-16.2pp | 68.4%-23.6pp | 67.2%-22.5pp |
| Annual return | 13.33% | 30.05%-16.7pp | 32.79%-19.5pp | 160.75%-147.4pp |
| Employer contribution / active EE | $955 | $1,826-47.7% | $2,976-67.9% | $2,671-64.2% |
| Participant deferral / active EE | $154 | $2,850-94.6% | $4,568-96.6% | $4,126-96.3% |
| Admin fee / account holder | $380 | $4,097-90.7% | $6,430-94.1% | $5,651-93.3% |