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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 | $25,623 | $48,277-46.9% | $67,511-62.0% | $80,874-68.3% |
| Participation rate | 27.1% | 66.4%-39.2pp | 72.9%-45.7pp | 67.6%-40.5pp |
| Annual return | 7.89% | 18.27%-10.4pp | 3517.41%-3509.5pp | 35.62%-27.7pp |
| Employer contribution / active EE | $377 | $2,021-81.4% | $2,733-86.2% | $2,756-86.3% |
| Participant deferral / active EE | $615 | $2,926-79.0% | $4,000-84.6% | $4,297-85.7% |
| Admin fee / account holder | $6,190 | $3,687+67.9% | $3,999+54.8% | $6,935-10.7% |