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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 | $26,644 | $56,431-52.8% | $130,788-79.6% | $87,485-69.5% |
| Participation rate | 25.0% | 58.9%-33.9pp | 70.1%-45.1pp | 68.9%-43.9pp |
| Annual return | 4.66% | 91.27%-86.6pp | 386.44%-381.8pp | 26.06%-21.4pp |
| Employer contribution / active EE | $355 | $1,549-77.1% | $3,558-90.0% | $2,596-86.3% |
| Participant deferral / active EE | $794 | $2,749-71.1% | $4,137-80.8% | $4,274-81.4% |
| Admin fee / account holder | $472 | $4,433-89.4% | $6,673-92.9% | $7,775-93.9% |