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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 | $21,656 | $77,908-72.2% | $149,696-85.5% | $75,173-71.2% |
| Participation rate | 31.9% | 65.6%-33.7pp | 78.8%-46.9pp | 67.2%-35.3pp |
| Annual return | 12.35% | 31.73%-19.4pp | 134.46%-122.1pp | 160.72%-148.4pp |
| Employer contribution / active EE | $632 | $3,138-79.9% | $4,821-86.9% | $2,671-76.3% |
| Participant deferral / active EE | $642 | $3,411-81.2% | $5,682-88.7% | $4,126-84.4% |
| Admin fee / account holder | $915 | $5,950-84.6% | $13,212-93.1% | $5,651-83.8% |