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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 | $18,276 | $52,279-65.0% | $89,414-79.6% | $79,852-77.1% |
| Participation rate | 34.7% | 57.5%-22.8pp | 68.0%-33.2pp | 69.6%-34.9pp |
| Annual return | 9.64% | 22.16%-12.5pp | 245.50%-235.9pp | 31.72%-22.1pp |
| Employer contribution / active EE | $479 | $1,572-69.5% | $2,586-81.5% | $2,471-80.6% |
| Participant deferral / active EE | $597 | $2,740-78.2% | $3,890-84.6% | $3,740-84.0% |
| Admin fee / account holder | $445 | $3,356-86.7% | $4,883-90.9% | $5,306-91.6% |