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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 | $115,225-78.9% | $100,712-75.9% | $138,895-82.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 1.56% | 40.35%-38.8pp | 33.27%-31.7pp | 145.39%-143.8pp |
| Employer contribution / active EE | $534 | $2,771-80.7% | $2,313-76.9% | $4,194-87.3% |
| Participant deferral / active EE | $418 | $4,699-91.1% | $4,085-89.8% | $6,396-93.5% |
| Admin fee / account holder | $5,314 | $10,844-51.0% | $9,256-42.6% | $12,562-57.7% |