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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 | $24,629 | $77,472-68.2% | $100,415-75.5% | $80,959-69.6% |
| Participation rate | 18.1% | 76.9%-58.9pp | 81.5%-63.4pp | 67.7%-49.6pp |
| Annual return | 4.81% | 37.26%-32.4pp | 49.47%-44.7pp | 35.67%-30.9pp |
| Employer contribution / active EE | $447 | $2,800-84.0% | $3,943-88.7% | $2,757-83.8% |
| Participant deferral / active EE | $620 | $6,818-90.9% | $8,091-92.3% | $4,300-85.6% |
| Admin fee / account holder | $1,926 | $5,885-67.3% | $7,906-75.6% | $6,925-72.2% |