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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 | $22,908 | $58,311-60.7% | $81,882-72.0% | $80,959-71.7% |
| Participation rate | 28.1% | 63.5%-35.4pp | 72.4%-44.3pp | 67.7%-39.5pp |
| Annual return | 10.77% | 41.85%-31.1pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $718 | $2,347-69.4% | $2,916-75.4% | $2,757-74.0% |
| Participant deferral / active EE | $687 | $3,287-79.1% | $4,323-84.1% | $4,300-84.0% |
| Admin fee / account holder | $9,605 | $4,752+102.1% | $7,360+30.5% | $6,925+38.7% |