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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 | $25,642 | $77,638-67.0% | $156,551-83.6% | $62,881-59.2% |
| Participation rate | 26.4% | 71.2%-44.8pp | 84.0%-57.6pp | 69.3%-42.9pp |
| Annual return | 4.28% | 50.33%-46.0pp | 32.23%-28.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $444 | $3,444-87.1% | $5,501-91.9% | $2,281-80.5% |
| Participant deferral / active EE | $285 | $3,046-90.6% | $4,871-94.2% | $3,203-91.1% |
| Admin fee / account holder | $10,183 | $5,561+83.1% | $13,028-21.8% | $4,296+137.0% |