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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 | $23,247 | $55,902-58.4% | $76,030-69.4% | $80,959-71.3% |
| Participation rate | 21.6% | 62.1%-40.4pp | 69.1%-47.4pp | 67.7%-46.0pp |
| Annual return | 6.87% | 20.59%-13.7pp | 361.54%-354.7pp | 35.67%-28.8pp |
| Employer contribution / active EE | $426 | $1,867-77.2% | $2,688-84.2% | $2,757-84.6% |
| Participant deferral / active EE | $957 | $3,051-68.6% | $4,257-77.5% | $4,300-77.8% |
| Admin fee / account holder | $6,866 | $5,239+31.1% | $6,421+6.9% | $6,925-0.9% |