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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 | $25,734 | $84,236-69.4% | $170,435-84.9% | $70,126-63.3% |
| Participation rate | 56.4% | 70.8%-14.5pp | 83.6%-27.2pp | 69.5%-13.2pp |
| Annual return | 9.40% | 23.06%-13.7pp | 205.94%-196.5pp | 73.15%-63.8pp |
| Employer contribution / active EE | $464 | $3,387-86.3% | $5,432-91.5% | $2,343-80.2% |
| Participant deferral / active EE | $603 | $3,086-80.5% | $4,939-87.8% | $3,332-81.9% |
| Admin fee / account holder | $1,848 | $5,698-67.6% | $13,881-86.7% | $4,645-60.2% |