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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 | $21,812 | $61,356-64.4% | $149,696-85.4% | $71,511-69.5% |
| Participation rate | 36.1% | 62.5%-26.5pp | 78.8%-42.7pp | 67.9%-31.9pp |
| Annual return | 9.86% | 35.86%-26.0pp | 134.46%-124.6pp | 28.86%-19.0pp |
| Employer contribution / active EE | $374 | $2,382-84.3% | $4,821-92.2% | $2,589-85.6% |
| Participant deferral / active EE | $514 | $2,920-82.4% | $5,682-91.0% | $4,291-88.0% |
| Admin fee / account holder | $1,696 | $1,263+34.2% | $13,212-87.2% | $1,588+6.7% |