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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 | $23,368 | $103,038-77.3% | $90,324-74.1% | $152,909-84.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 4.05% | 95.25%-91.2pp | 78.15%-74.1pp | 345.46%-341.4pp |
| Employer contribution / active EE | $6,086 | $3,141+93.8% | $2,856+113.1% | $4,764+27.8% |
| Participant deferral / active EE | $180 | $4,282-95.8% | $3,885-95.4% | $5,851-96.9% |
| Admin fee / account holder | $9,866 | $6,177+59.7% | $5,356+84.2% | $11,601-15.0% |