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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 | $58,241-58.0% | $81,780-70.1% | $80,911-69.8% |
| Participation rate | 22.2% | 63.4%-41.2pp | 72.4%-50.1pp | 67.6%-45.4pp |
| Annual return | 10.09% | 41.73%-31.6pp | 776.27%-766.2pp | 35.63%-25.5pp |
| Employer contribution / active EE | $488 | $2,343-79.2% | $2,914-83.2% | $2,756-82.3% |
| Participant deferral / active EE | $227 | $3,283-93.1% | $4,321-94.7% | $4,297-94.7% |
| Admin fee / account holder | $1,725 | $4,973-65.3% | $7,384-76.6% | $6,935-75.1% |