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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 | $18,895 | $51,638-63.4% | $68,368-72.4% | $82,448-77.1% |
| Participation rate | 21.4% | 63.6%-42.2pp | 73.8%-52.3pp | 68.1%-46.6pp |
| Annual return | 7.59% | 37.53%-29.9pp | 292.57%-285.0pp | 41.64%-34.1pp |
| Employer contribution / active EE | $265 | $2,047-87.0% | $2,649-90.0% | $2,551-89.6% |
| Participant deferral / active EE | $461 | $2,914-84.2% | $4,123-88.8% | $4,139-88.9% |
| Admin fee / account holder | $19,797 | $4,643+326.3% | $5,150+284.4% | $7,234+173.7% |