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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 | $124,980-80.6% | $108,359-77.6% | $154,746-84.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 1.56% | 45.00%-43.4pp | 36.89%-35.3pp | 172.34%-170.8pp |
| Employer contribution / active EE | $534 | $2,851-81.3% | $2,399-77.7% | $4,379-87.8% |
| Participant deferral / active EE | $418 | $4,743-91.2% | $4,137-89.9% | $6,730-93.8% |
| Admin fee / account holder | $5,314 | $11,502-53.8% | $9,741-45.5% | $14,365-63.0% |