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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 | $20,173 | $58,258-65.4% | $81,820-75.3% | $80,925-75.1% |
| Participation rate | 41.7% | 63.5%-21.8pp | 72.4%-30.7pp | 67.7%-26.0pp |
| Annual return | 8.09% | 41.76%-33.7pp | 777.93%-769.8pp | 35.65%-27.6pp |
| Employer contribution / active EE | $458 | $2,345-80.5% | $2,915-84.3% | $2,756-83.4% |
| Participant deferral / active EE | $687 | $3,284-79.1% | $4,323-84.1% | $4,299-84.0% |
| Admin fee / account holder | $1,728 | $4,976-65.3% | $7,391-76.6% | $6,940-75.1% |