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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 | $24,975 | $84,236-70.4% | $170,435-85.3% | $70,126-64.4% |
| Participation rate | 63.2% | 70.8%-7.7pp | 83.6%-20.4pp | 69.5%-6.4pp |
| Annual return | 11.15% | 23.06%-11.9pp | 205.94%-194.8pp | 73.15%-62.0pp |
| Employer contribution / active EE | $597 | $3,387-82.4% | $5,432-89.0% | $2,343-74.5% |
| Participant deferral / active EE | $833 | $3,086-73.0% | $4,939-83.1% | $3,332-75.0% |
| Admin fee / account holder | $832 | $5,698-85.4% | $13,881-94.0% | $4,645-82.1% |