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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 | $17,711 | $91,179-80.6% | $178,499-90.1% | $79,852-77.8% |
| Participation rate | 55.1% | 69.2%-14.1pp | 81.9%-26.8pp | 69.6%-14.5pp |
| Annual return | 5.54% | 24.19%-18.7pp | 151.10%-145.6pp | 31.72%-26.2pp |
| Employer contribution / active EE | $440 | $3,256-86.5% | $5,011-91.2% | $2,471-82.2% |
| Participant deferral / active EE | $761 | $3,236-76.5% | $5,202-85.4% | $3,740-79.7% |
| Admin fee / account holder | $8,893 | $6,749+31.8% | $13,986-36.4% | $5,306+67.6% |