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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 | $23,484 | $48,053-51.1% | $84,623-72.2% | $72,983-67.8% |
| Participation rate | 21.5% | 57.6%-36.1pp | 68.2%-46.7pp | 69.5%-48.0pp |
| Annual return | 15.92% | 37.39%-21.5pp | 258.77%-242.8pp | 81.01%-65.1pp |
| Employer contribution / active EE | $298 | $1,602-81.4% | $2,652-88.8% | $2,440-87.8% |
| Participant deferral / active EE | $323 | $2,681-88.0% | $3,899-91.7% | $3,608-91.1% |
| Admin fee / account holder | $584 | $3,395-82.8% | $4,913-88.1% | $5,124-88.6% |