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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 | $22,861 | $51,466-55.6% | $78,778-71.0% | $62,293-63.3% |
| Participation rate | 16.5% | 59.8%-43.3pp | 69.2%-52.7pp | 69.5%-53.0pp |
| Annual return | 9.17% | 19.96%-10.8pp | 35.62%-26.5pp | 28.90%-19.7pp |
| Employer contribution / active EE | $221 | $827-73.3% | $1,986-88.9% | $2,042-89.2% |
| Participant deferral / active EE | $363 | $2,147-83.1% | $2,958-87.7% | $3,169-88.6% |
| Admin fee / account holder | $970 | $489+98.3% | $5,134-81.1% | $479+102.4% |