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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 | $24,533 | $100,139-75.5% | $85,187-71.2% | $145,884-83.2% |
| Participation rate | 29.2% | 74.1%-44.9pp | 67.5%-38.4pp | 80.3%-51.1pp |
| Annual return | 4.96% | 84.15%-79.2pp | 66.67%-61.7pp | 551.85%-546.9pp |
| Employer contribution / active EE | $438 | $3,238-86.5% | $2,732-84.0% | $4,662-90.6% |
| Participant deferral / active EE | $742 | $5,296-86.0% | $4,525-83.6% | $6,690-88.9% |
| Admin fee / account holder | $7,227 | $7,262-0.5% | $6,162+17.3% | $13,392-46.0% |