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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 | $16,358 | $61,787-73.5% | $97,197-83.2% | $80,925-79.8% |
| Participation rate | 36.1% | 63.5%-27.4pp | 72.7%-36.6pp | 67.7%-31.5pp |
| Annual return | 8.96% | -558.16%+567.1pp | 75.47%-66.5pp | 35.65%-26.7pp |
| Employer contribution / active EE | $458 | $1,836-75.1% | $2,723-83.2% | $2,756-83.4% |
| Participant deferral / active EE | $755 | $3,027-75.1% | $4,263-82.3% | $4,299-82.4% |
| Admin fee / account holder | $862 | $5,170-83.3% | $5,637-84.7% | $6,940-87.6% |