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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 | $28,689 | $77,908-63.2% | $149,696-80.8% | $75,173-61.8% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 6.13% | 31.73%-25.6pp | 134.46%-128.3pp | 160.72%-154.6pp |
| Employer contribution / active EE | $481 | $3,138-84.7% | $4,821-90.0% | $2,671-82.0% |
| Participant deferral / active EE | $768 | $3,411-77.5% | $5,682-86.5% | $4,126-81.4% |
| Admin fee / account holder | $2,022 | $5,950-66.0% | $13,212-84.7% | $5,651-64.2% |