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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 | $21,181 | $53,128-60.1% | $86,582-75.5% | $70,126-69.8% |
| Participation rate | 23.2% | 65.3%-42.1pp | 73.5%-50.4pp | 69.5%-46.4pp |
| Annual return | 12.07% | 27.66%-15.6pp | 965.08%-953.0pp | 73.15%-61.1pp |
| Employer contribution / active EE | $644 | $2,068-68.9% | $2,839-77.3% | $2,343-72.5% |
| Participant deferral / active EE | $725 | $2,695-73.1% | $3,609-79.9% | $3,332-78.2% |
| Admin fee / account holder | $2,629 | $3,584-26.6% | $4,904-46.4% | $4,645-43.4% |