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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 | $24,271 | $112,729-78.5% | $98,716-75.4% | $137,256-82.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 1.56% | 38.48%-36.9pp | 31.81%-30.3pp | 220.34%-218.8pp |
| Employer contribution / active EE | $534 | $2,725-80.4% | $2,279-76.6% | $4,156-87.2% |
| Participant deferral / active EE | $418 | $4,640-91.0% | $4,048-89.7% | $6,407-93.5% |
| Admin fee / account holder | $5,314 | $10,129-47.5% | $8,703-38.9% | $12,270-56.7% |