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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 | $24,444 | $77,638-68.5% | $156,551-84.4% | $62,881-61.1% |
| Participation rate | 40.0% | 71.2%-31.2pp | 84.0%-44.0pp | 69.3%-29.3pp |
| Annual return | 4.53% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $416 | $3,444-87.9% | $5,501-92.4% | $2,281-81.8% |
| Participant deferral / active EE | $389 | $3,046-87.2% | $4,871-92.0% | $3,203-87.9% |
| Admin fee / account holder | $1,071 | $5,561-80.7% | $13,028-91.8% | $4,296-75.1% |