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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 | $25,699 | $70,418-63.5% | $96,570-73.4% | $85,847-70.1% |
| Participation rate | 30.4% | 61.8%-31.4pp | 69.8%-39.4pp | 69.3%-38.9pp |
| Annual return | 10.22% | 18.59%-8.4pp | 37.79%-27.6pp | 318.61%-308.4pp |
| Employer contribution / active EE | $454 | $1,413-67.9% | $2,357-80.8% | $2,565-82.3% |
| Participant deferral / active EE | $743 | $2,894-74.3% | $3,849-80.7% | $3,952-81.2% |
| Admin fee / account holder | $6,097 | $4,995+22.1% | $6,182-1.4% | $6,261-2.6% |