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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 | $68,852-65.7% | $120,524-80.4% | $80,925-70.8% |
| Participation rate | 20.4% | 61.6%-41.3pp | 71.9%-51.6pp | 67.7%-47.3pp |
| Annual return | 9.43% | 23.67%-14.2pp | 107.36%-97.9pp | 35.65%-26.2pp |
| Employer contribution / active EE | $636 | $2,063-69.2% | $3,469-81.7% | $2,756-76.9% |
| Participant deferral / active EE | $827 | $3,187-74.1% | $4,994-83.4% | $4,299-80.8% |
| Admin fee / account holder | $3,143 | $5,781-45.6% | $9,440-66.7% | $6,940-54.7% |