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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 | $23,025 | $61,125-62.3% | $94,057-75.5% | $87,485-73.7% |
| Participation rate | 53.2% | 64.1%-10.9pp | 73.3%-20.2pp | 68.9%-15.7pp |
| Annual return | 11.81% | 35.20%-23.4pp | 480.62%-468.8pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,610 | $2,136-24.6% | $2,933-45.1% | $2,596-38.0% |
| Participant deferral / active EE | $294 | $3,260-91.0% | $4,709-93.8% | $4,274-93.1% |
| Admin fee / account holder | $826 | $5,629-85.3% | $7,244-88.6% | $7,775-89.4% |