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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 | $26,061 | $56,063-53.5% | $76,051-65.7% | $80,911-67.8% |
| Participation rate | 32.1% | 62.0%-29.9pp | 69.1%-36.9pp | 67.6%-35.5pp |
| Annual return | 9.19% | 20.54%-11.3pp | 360.42%-351.2pp | 35.63%-26.4pp |
| Employer contribution / active EE | $594 | $1,874-68.3% | $2,690-77.9% | $2,756-78.4% |
| Participant deferral / active EE | $225 | $3,052-92.6% | $4,257-94.7% | $4,297-94.8% |
| Admin fee / account holder | $4,367 | $5,240-16.6% | $6,416-31.9% | $6,935-37.0% |