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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 | $18,157 | $55,902-67.5% | $76,030-76.1% | $80,959-77.6% |
| Participation rate | 17.1% | 62.1%-44.9pp | 69.1%-51.9pp | 67.7%-50.5pp |
| Annual return | 3.54% | 20.59%-17.0pp | 361.54%-358.0pp | 35.67%-32.1pp |
| Employer contribution / active EE | $416 | $1,867-77.7% | $2,688-84.5% | $2,757-84.9% |
| Participant deferral / active EE | $822 | $3,051-73.1% | $4,257-80.7% | $4,300-80.9% |
| Admin fee / account holder | $11,547 | $5,239+120.4% | $6,421+79.9% | $6,925+66.7% |