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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 | $19,242 | $91,198-78.9% | $178,503-89.2% | $79,856-75.9% |
| Participation rate | 59.1% | 69.2%-10.1pp | 81.9%-22.8pp | 69.6%-10.5pp |
| Annual return | 4.28% | 24.20%-19.9pp | 151.12%-146.8pp | 31.71%-27.4pp |
| Employer contribution / active EE | $635 | $3,257-80.5% | $5,011-87.3% | $2,471-74.3% |
| Participant deferral / active EE | $809 | $3,237-75.0% | $5,202-84.4% | $3,741-78.4% |
| Admin fee / account holder | $792 | $6,748-88.3% | $13,987-94.3% | $5,306-85.1% |