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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 | $23,644 | $68,880-65.7% | $120,580-80.4% | $80,959-70.8% |
| Participation rate | 20.4% | 61.7%-41.3pp | 72.0%-51.6pp | 67.7%-47.3pp |
| Annual return | 9.43% | 23.68%-14.3pp | 107.48%-98.1pp | 35.67%-26.2pp |
| Employer contribution / active EE | $636 | $2,066-69.2% | $3,469-81.7% | $2,757-76.9% |
| Participant deferral / active EE | $827 | $3,191-74.1% | $4,995-83.4% | $4,300-80.8% |
| Admin fee / account holder | $3,143 | $5,785-45.7% | $9,418-66.6% | $6,925-54.6% |