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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 | $77,523-68.2% | $100,383-75.5% | $80,874-69.5% |
| Participation rate | 18.1% | 77.0%-58.9pp | 81.5%-63.4pp | 67.6%-49.6pp |
| Annual return | 4.81% | 37.21%-32.4pp | 49.26%-44.5pp | 35.62%-30.8pp |
| Employer contribution / active EE | $447 | $2,801-84.0% | $3,944-88.7% | $2,756-83.8% |
| Participant deferral / active EE | $620 | $6,822-90.9% | $8,086-92.3% | $4,297-85.6% |
| Admin fee / account holder | $1,926 | $5,899-67.3% | $7,900-75.6% | $6,935-72.2% |