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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 | $21,593 | $100,970-78.6% | $96,576-77.6% | $137,256-84.3% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 11.64% | 38.16%-26.5pp | 38.47%-26.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $899 | $3,809-76.4% | $3,553-74.7% | $4,156-78.4% |
| Participant deferral / active EE | $1,229 | $8,286-85.2% | $7,956-84.6% | $6,407-80.8% |
| Admin fee / account holder | $33,528 | $11,312+196.4% | $11,381+194.6% | $12,270+173.3% |