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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 | $15,923 | $85,171-81.3% | $172,753-90.8% | $72,976-78.2% |
| Participation rate | 33.9% | 70.1%-36.2pp | 82.6%-48.8pp | 69.5%-35.6pp |
| Annual return | 11.25% | 27.32%-16.1pp | 803.00%-791.8pp | 81.02%-69.8pp |
| Employer contribution / active EE | $550 | $3,324-83.5% | $5,144-89.3% | $2,440-77.5% |
| Participant deferral / active EE | $481 | $3,260-85.2% | $5,198-90.7% | $3,608-86.7% |
| Admin fee / account holder | $870 | $5,880-85.2% | $13,956-93.8% | $5,124-83.0% |