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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 | $25,537 | $54,193-52.9% | $93,681-72.7% | $77,692-67.1% |
| Participation rate | 15.0% | 63.9%-48.9pp | 68.7%-53.7pp | 70.6%-55.6pp |
| Annual return | 9.83% | 30.54%-20.7pp | 133.47%-123.6pp | 31.25%-21.4pp |
| Employer contribution / active EE | $306 | $1,168-73.8% | $2,422-87.4% | $2,726-88.8% |
| Participant deferral / active EE | $529 | $3,144-83.2% | $4,415-88.0% | $4,648-88.6% |
| Admin fee / account holder | $1,496 | $576+159.8% | $8,290-82.0% | $431+247.4% |