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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 | $28,767 | $58,828-51.1% | $78,002-63.1% | $62,881-54.3% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 4.42% | 17.16%-12.7pp | 425.99%-421.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $332 | $1,672-80.1% | $2,470-86.6% | $2,281-85.4% |
| Participant deferral / active EE | $1,127 | $2,686-58.0% | $3,497-67.8% | $3,203-64.8% |
| Admin fee / account holder | $8,704 | $4,393+98.1% | $5,481+58.8% | $4,296+102.6% |