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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 | $24,473 | $58,258-58.0% | $81,820-70.1% | $80,925-69.8% |
| Participation rate | 22.2% | 63.5%-41.2pp | 72.4%-50.2pp | 67.7%-45.4pp |
| Annual return | 10.09% | 41.76%-31.7pp | 777.93%-767.8pp | 35.65%-25.6pp |
| Employer contribution / active EE | $488 | $2,345-79.2% | $2,915-83.2% | $2,756-82.3% |
| Participant deferral / active EE | $227 | $3,284-93.1% | $4,323-94.7% | $4,299-94.7% |
| Admin fee / account holder | $1,725 | $4,976-65.3% | $7,391-76.7% | $6,940-75.1% |