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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 | $19,216 | $48,011-60.0% | $63,803-69.9% | $82,637-76.7% |
| Participation rate | 37.1% | 66.6%-29.4pp | 72.7%-35.6pp | 68.1%-30.9pp |
| Annual return | 10.81% | 19.84%-9.0pp | 543.72%-532.9pp | 53.51%-42.7pp |
| Employer contribution / active EE | $415 | $1,904-78.2% | $2,532-83.6% | $2,552-83.7% |
| Participant deferral / active EE | $508 | $2,846-82.2% | $3,843-86.8% | $4,126-87.7% |
| Admin fee / account holder | $7,674 | $3,873+98.1% | $5,196+47.7% | $7,339+4.6% |