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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 | $19,277 | $77,920-75.3% | $149,723-87.1% | $75,177-74.4% |
| Participation rate | 57.4% | 65.6%-8.2pp | 78.8%-21.4pp | 67.2%-9.8pp |
| Annual return | 10.13% | 31.72%-21.6pp | 134.50%-124.4pp | 160.75%-150.6pp |
| Employer contribution / active EE | $647 | $3,138-79.4% | $4,821-86.6% | $2,671-75.8% |
| Participant deferral / active EE | $679 | $3,411-80.1% | $5,682-88.0% | $4,126-83.5% |
| Admin fee / account holder | $666 | $5,951-88.8% | $13,215-95.0% | $5,651-88.2% |