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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 | $22,767 | $51,638-55.9% | $68,368-66.7% | $82,448-72.4% |
| Participation rate | 11.1% | 63.6%-52.5pp | 73.8%-62.6pp | 68.1%-57.0pp |
| Annual return | 4.61% | 37.53%-32.9pp | 292.57%-288.0pp | 41.64%-37.0pp |
| Employer contribution / active EE | $283 | $2,047-86.2% | $2,649-89.3% | $2,551-88.9% |
| Participant deferral / active EE | $402 | $2,914-86.2% | $4,123-90.2% | $4,139-90.3% |
| Admin fee / account holder | $5,550 | $4,643+19.5% | $5,150+7.8% | $7,234-23.3% |