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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 | $23,383 | $63,346-63.1% | $92,239-74.6% | $70,124-66.7% |
| Participation rate | 29.6% | 68.7%-39.0pp | 76.5%-46.9pp | 69.5%-39.9pp |
| Annual return | 10.39% | 530.19%-519.8pp | 176.29%-165.9pp | 73.14%-62.8pp |
| Employer contribution / active EE | $648 | $2,471-73.8% | $3,680-82.4% | $2,342-72.3% |
| Participant deferral / active EE | $294 | $2,854-89.7% | $3,897-92.5% | $3,332-91.2% |
| Admin fee / account holder | $8,815 | $3,841+129.5% | $5,194+69.7% | $4,645+89.7% |