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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 | $24,907 | $46,596-46.5% | $64,099-61.1% | $75,181-66.9% |
| Participation rate | 13.9% | 65.9%-52.0pp | 72.3%-58.4pp | 67.2%-53.3pp |
| Annual return | 11.02% | 26.04%-15.0pp | 33.70%-22.7pp | 160.69%-149.7pp |
| Employer contribution / active EE | $431 | $1,975-78.2% | $2,748-84.3% | $2,671-83.9% |
| Participant deferral / active EE | $710 | $2,837-75.0% | $3,881-81.7% | $4,126-82.8% |
| Admin fee / account holder | $3,569 | $2,954+20.8% | $3,070+16.2% | $5,650-36.8% |