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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 | $24,195 | $63,346-61.8% | $92,240-73.8% | $70,126-65.5% |
| Participation rate | 48.5% | 68.7%-20.2pp | 76.5%-28.0pp | 69.5%-21.1pp |
| Annual return | 8.94% | 530.19%-521.2pp | 176.29%-167.3pp | 73.15%-64.2pp |
| Employer contribution / active EE | $658 | $2,471-73.4% | $3,680-82.1% | $2,343-71.9% |
| Participant deferral / active EE | $775 | $2,854-72.8% | $3,897-80.1% | $3,332-76.7% |
| Admin fee / account holder | $3,318 | $3,841-13.6% | $5,194-36.1% | $4,645-28.6% |