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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 | $19,835 | $63,346-68.7% | $92,240-78.5% | $70,126-71.7% |
| Participation rate | 31.6% | 68.7%-37.1pp | 76.5%-44.9pp | 69.5%-38.0pp |
| Annual return | 9.15% | 530.19%-521.0pp | 176.29%-167.1pp | 73.15%-64.0pp |
| Employer contribution / active EE | $696 | $2,471-71.9% | $3,680-81.1% | $2,343-70.3% |
| Participant deferral / active EE | $1,098 | $2,854-61.5% | $3,897-71.8% | $3,332-67.0% |
| Admin fee / account holder | $6,406 | $3,841+66.8% | $5,194+23.3% | $4,645+37.9% |