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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 | $72,120 | $78,690-8.3% | $161,489-55.3% | $87,485-17.6% |
| Participation rate | 9.8% | 67.5%-57.7pp | 78.7%-68.9pp | 68.9%-59.1pp |
| Annual return | 11.49% | 32.74%-21.2pp | 89.72%-78.2pp | 26.06%-14.6pp |
| Employer contribution / active EE | $345 | $2,588-86.7% | $4,268-91.9% | $2,596-86.7% |
| Participant deferral / active EE | $494 | $3,311-85.1% | $5,630-91.2% | $4,274-88.5% |
| Admin fee / account holder | $1,321 | $6,724-80.3% | $16,006-91.7% | $7,775-83.0% |