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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 | $52,581-58.2% | $130,788-83.2% | $64,340-65.8% |
| Participation rate | 33.3% | 46.5%-13.2pp | 70.1%-36.8pp | 55.2%-21.9pp |
| Annual return | 6.11% | 20.39%-14.3pp | 386.44%-380.3pp | 24.14%-18.0pp |
| Employer contribution / active EE | $395 | $1,031-61.7% | $3,558-88.9% | $1,862-78.8% |
| Participant deferral / active EE | $604 | $2,200-72.6% | $4,137-85.4% | $2,980-79.7% |
| Admin fee / account holder | $6,250 | $4,583+36.4% | $6,673-6.3% | $3,703+68.8% |