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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 | $17,998 | $48,432-62.8% | $121,204-85.2% | $71,511-74.8% |
| Participation rate | 29.4% | 54.3%-24.9pp | 69.5%-40.1pp | 67.9%-38.5pp |
| Annual return | 14.56% | 23.28%-8.7pp | 987.18%-972.6pp | 28.86%-14.3pp |
| Employer contribution / active EE | $423 | $1,493-71.6% | $4,170-89.8% | $2,589-83.7% |
| Participant deferral / active EE | $539 | $2,756-80.5% | $4,083-86.8% | $4,291-87.4% |
| Admin fee / account holder | $364 | $1,845-80.3% | $5,651-93.6% | $1,588-77.1% |