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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 | $20,303 | $71,197-71.5% | $93,669-78.3% | $80,925-74.9% |
| Participation rate | 52.2% | 60.4%-8.2pp | 68.7%-16.6pp | 67.7%-15.5pp |
| Annual return | 9.83% | 11.27%-1.4pp | 133.59%-123.8pp | 35.65%-25.8pp |
| Employer contribution / active EE | $511 | $1,565-67.3% | $2,424-78.9% | $2,756-81.4% |
| Participant deferral / active EE | $936 | $4,036-76.8% | $4,416-78.8% | $4,299-78.2% |
| Admin fee / account holder | $1,024 | $6,959-85.3% | $8,291-87.6% | $6,940-85.2% |