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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 | $26,844 | $72,071-62.8% | $68,368-60.7% | $137,256-80.4% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 10.42% | 353.14%-342.7pp | 292.57%-282.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $592 | $2,788-78.8% | $2,649-77.7% | $4,156-85.8% |
| Participant deferral / active EE | $579 | $4,410-86.9% | $4,123-86.0% | $6,407-91.0% |
| Admin fee / account holder | $750 | $5,336-85.9% | $5,150-85.4% | $12,270-93.9% |