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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 | $22,387 | $51,642-56.6% | $129,384-82.7% | $80,935-72.3% |
| Participation rate | 25.0% | 56.9%-31.9pp | 69.6%-44.6pp | 67.7%-42.7pp |
| Annual return | 8.27% | 20.78%-12.5pp | 9461.77%-9453.5pp | 35.66%-27.4pp |
| Employer contribution / active EE | $433 | $1,583-72.6% | $4,153-89.6% | $2,757-84.3% |
| Participant deferral / active EE | $590 | $2,670-77.9% | $4,166-85.8% | $4,299-86.3% |
| Admin fee / account holder | $8,621 | $4,312+99.9% | $7,686+12.2% | $6,924+24.5% |