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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 | $17,387 | $53,128-67.3% | $86,582-79.9% | $70,126-75.2% |
| Participation rate | 31.7% | 65.3%-33.6pp | 73.5%-41.8pp | 69.5%-37.8pp |
| Annual return | 11.29% | 27.66%-16.4pp | 965.08%-953.8pp | 73.15%-61.9pp |
| Employer contribution / active EE | $867 | $2,068-58.1% | $2,839-69.5% | $2,343-63.0% |
| Participant deferral / active EE | $270 | $2,695-90.0% | $3,609-92.5% | $3,332-91.9% |
| Admin fee / account holder | $416 | $3,584-88.4% | $4,904-91.5% | $4,645-91.0% |