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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 | $17,173 | $41,016-58.1% | $152,093-88.7% | $64,097-73.2% |
| Participation rate | 25.1% | 51.3%-26.2pp | 77.8%-52.7pp | 55.2%-30.1pp |
| Annual return | 3.42% | 39.60%-36.2pp | 66.36%-62.9pp | 34.64%-31.2pp |
| Employer contribution / active EE | $343 | $1,342-74.5% | $4,175-91.8% | $1,891-81.9% |
| Participant deferral / active EE | $372 | $1,927-80.7% | $5,451-93.2% | $3,080-87.9% |
| Admin fee / account holder | $2,436 | $2,305+5.7% | $14,497-83.2% | $3,454-29.5% |