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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 | $22,914 | $77,901-70.6% | $149,717-84.7% | $75,181-69.5% |
| Participation rate | 39.7% | 65.6%-25.9pp | 78.8%-39.0pp | 67.2%-27.5pp |
| Annual return | 12.04% | 31.73%-19.7pp | 134.41%-122.4pp | 160.69%-148.6pp |
| Employer contribution / active EE | $790 | $3,137-74.8% | $4,820-83.6% | $2,671-70.4% |
| Participant deferral / active EE | $822 | $3,411-75.9% | $5,682-85.5% | $4,126-80.1% |
| Admin fee / account holder | $707 | $5,949-88.1% | $13,213-94.7% | $5,650-87.5% |