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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 | $23,849 | $97,125-75.4% | $86,233-72.3% | $137,256-82.6% |
| Participation rate | 31.6% | 74.2%-42.6pp | 69.0%-37.4pp | 80.0%-48.4pp |
| Annual return | 9.84% | 74.19%-64.3pp | 61.39%-51.6pp | 220.34%-210.5pp |
| Employer contribution / active EE | $336 | $2,841-88.2% | $2,504-86.6% | $4,156-91.9% |
| Participant deferral / active EE | $362 | $5,180-93.0% | $4,559-92.1% | $6,407-94.3% |
| Admin fee / account holder | $15,814 | $9,725+62.6% | $8,342+89.6% | $12,270+28.9% |