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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 | $24,599 | $98,240-75.0% | $82,312-70.1% | $147,586-83.3% |
| Participation rate | 44.4% | 79.7%-35.3pp | 76.9%-32.4pp | 82.8%-38.4pp |
| Annual return | 1.83% | 30.85%-29.0pp | 25.88%-24.1pp | 578.59%-576.8pp |
| Employer contribution / active EE | $661 | $3,192-79.3% | $2,428-72.8% | $4,876-86.5% |
| Participant deferral / active EE | $839 | $4,383-80.9% | $3,706-77.4% | $5,439-84.6% |
| Admin fee / account holder | $9,165 | $8,563+7.0% | $5,608+63.4% | $10,886-15.8% |