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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 | $65,961-59.6% | $180,320-85.2% | $94,015-71.7% |
| Participation rate | 25.0% | 61.3%-36.3pp | 71.5%-46.5pp | 70.8%-45.8pp |
| Annual return | 4.66% | 14.27%-9.6pp | 778.54%-773.9pp | 17.84%-13.2pp |
| Employer contribution / active EE | $355 | $1,737-79.6% | $4,108-91.4% | $2,790-87.3% |
| Participant deferral / active EE | $794 | $3,003-73.6% | $4,304-81.6% | $4,249-81.3% |
| Admin fee / account holder | $472 | $4,901-90.4% | $10,000-95.3% | $8,951-94.7% |