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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 | $22,004 | $51,736-57.5% | $120,225-81.7% | $67,986-67.6% |
| Participation rate | 33.3% | 46.1%-12.7pp | 69.6%-36.2pp | 57.2%-23.9pp |
| Annual return | 6.11% | 31.98%-25.9pp | 439.23%-433.1pp | 31.67%-25.6pp |
| Employer contribution / active EE | $395 | $1,071-63.2% | $3,475-88.6% | $2,019-80.5% |
| Participant deferral / active EE | $604 | $2,206-72.6% | $3,999-84.9% | $3,358-82.0% |
| Admin fee / account holder | $6,250 | $4,159+50.3% | $5,696+9.7% | $3,203+95.1% |