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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 | $22,145 | $54,763-59.6% | $90,324-75.5% | $72,976-69.7% |
| Participation rate | 63.4% | 65.2%-1.7pp | 73.3%-9.9pp | 69.5%-6.1pp |
| Annual return | 4.63% | 30.63%-26.0pp | 78.15%-73.5pp | 81.02%-76.4pp |
| Employer contribution / active EE | $441 | $2,093-78.9% | $2,856-84.6% | $2,440-81.9% |
| Participant deferral / active EE | $575 | $2,887-80.1% | $3,885-85.2% | $3,608-84.1% |
| Admin fee / account holder | $572 | $3,973-85.6% | $5,356-89.3% | $5,124-88.8% |