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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 | $18,200 | $84,236-78.4% | $170,435-89.3% | $70,126-74.0% |
| Participation rate | 51.1% | 70.8%-19.8pp | 83.6%-32.5pp | 69.5%-18.5pp |
| Annual return | 5.34% | 23.06%-17.7pp | 205.94%-200.6pp | 73.15%-67.8pp |
| Employer contribution / active EE | $451 | $3,387-86.7% | $5,432-91.7% | $2,343-80.7% |
| Participant deferral / active EE | $376 | $3,086-87.8% | $4,939-92.4% | $3,332-88.7% |
| Admin fee / account holder | $5,730 | $5,698+0.6% | $13,881-58.7% | $4,645+23.3% |