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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 | $24,155 | $23,330+3.5% | $64,489-62.5% | $82,448-70.7% |
| Participation rate | 22.2% | 68.3%-46.1pp | 67.7%-45.5pp | 68.1%-45.8pp |
| Annual return | 13.39% | 83.66%-70.3pp | 55.03%-41.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $549 | $1,707-67.9% | $2,778-80.2% | $4,139-86.7% |
| Admin fee / account holder | $5,023 | $2,946+70.5% | $4,260+17.9% | $7,234-30.6% |