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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 | $15,473 | $45,126-65.7% | $85,187-81.8% | $74,459-79.2% |
| Participation rate | 21.5% | 49.4%-27.9pp | 67.5%-46.0pp | 67.2%-45.7pp |
| Annual return | 9.71% | 26.30%-16.6pp | 66.67%-57.0pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $333 | $1,460-77.2% | $2,732-87.8% | $2,626-87.3% |
| Participant deferral / active EE | $622 | $2,738-77.3% | $4,525-86.2% | $4,350-85.7% |
| Admin fee / account holder | $963 | $2,212-56.5% | $6,162-84.4% | $1,945-50.5% |