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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 | $15,571 | $53,127-70.7% | $86,597-82.0% | $70,131-77.8% |
| Participation rate | 37.9% | 65.3%-27.4pp | 73.5%-35.7pp | 69.5%-31.7pp |
| Annual return | 9.69% | 27.66%-18.0pp | 964.96%-955.3pp | 73.14%-63.4pp |
| Employer contribution / active EE | $314 | $2,068-84.8% | $2,840-88.9% | $2,342-86.6% |
| Participant deferral / active EE | $537 | $2,696-80.1% | $3,609-85.1% | $3,332-83.9% |
| Admin fee / account holder | $8,559 | $3,585+138.7% | $4,906+74.5% | $4,645+84.3% |