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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 | $23,714 | $58,828-59.7% | $78,002-69.6% | $62,881-62.3% |
| Participation rate | 34.0% | 71.1%-37.1pp | 75.5%-41.6pp | 69.3%-35.3pp |
| Annual return | 4.57% | 17.16%-12.6pp | 425.99%-421.4pp | 20.14%-15.6pp |
| Employer contribution / active EE | $298 | $1,672-82.2% | $2,470-87.9% | $2,281-86.9% |
| Participant deferral / active EE | $717 | $2,686-73.3% | $3,497-79.5% | $3,203-77.6% |
| Admin fee / account holder | $3,720 | $4,393-15.3% | $5,481-32.1% | $4,296-13.4% |