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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 | $22,838 | $65,395-65.1% | $182,540-87.5% | $72,975-68.7% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 69.5%-19.5pp |
| Annual return | 17.15% | 27.68%-10.5pp | 148.58%-131.4pp | 81.01%-63.9pp |
| Employer contribution / active EE | $386 | $1,911-79.8% | $4,076-90.5% | $2,440-84.2% |
| Participant deferral / active EE | $1,041 | $3,563-70.8% | $5,525-81.2% | $3,608-71.1% |
| Admin fee / account holder | $2,624 | $4,245-38.2% | $8,593-69.5% | $5,124-48.8% |