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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 | $22,498 | $58,292-61.4% | $86,640-74.0% | $71,511-68.5% |
| Participation rate | 15.0% | 65.0%-50.0pp | 71.7%-56.7pp | 67.9%-52.9pp |
| Annual return | 11.62% | 21.63%-10.0pp | 592.52%-580.9pp | 28.86%-17.2pp |
| Employer contribution / active EE | $444 | $2,574-82.8% | $3,024-85.3% | $2,589-82.9% |
| Participant deferral / active EE | $737 | $3,438-78.6% | $4,438-83.4% | $4,291-82.8% |
| Admin fee / account holder | $1,395 | $1,057+31.9% | $5,616-75.2% | $1,588-12.2% |