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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 | $25,159 | $58,264-56.8% | $86,617-71.0% | $71,495-64.8% |
| Participation rate | 40.4% | 65.0%-24.6pp | 71.7%-31.3pp | 67.9%-27.6pp |
| Annual return | 10.42% | 21.63%-11.2pp | 591.91%-581.5pp | 28.85%-18.4pp |
| Employer contribution / active EE | $534 | $2,574-79.2% | $3,023-82.3% | $2,589-79.4% |
| Participant deferral / active EE | $840 | $3,436-75.6% | $4,437-81.1% | $4,291-80.4% |
| Admin fee / account holder | $3,396 | $1,057+221.2% | $5,613-39.5% | $1,588+113.9% |