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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 | $25,160 | $105,198-76.1% | $159,455-84.2% | $85,856-70.7% |
| Participation rate | 22.2% | 75.8%-53.6pp | 82.8%-60.6pp | 69.3%-47.1pp |
| Annual return | 0.27% | 45.08%-44.8pp | 263.63%-263.4pp | 318.58%-318.3pp |
| Employer contribution / active EE | $819 | $3,319-75.3% | $4,830-83.1% | $2,565-68.1% |
| Participant deferral / active EE | $2,352 | $5,946-60.4% | $7,353-68.0% | $3,952-40.5% |
| Admin fee / account holder | $2,734 | $6,934-60.6% | $10,800-74.7% | $6,261-56.3% |