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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 | $18,684 | $77,908-76.0% | $149,696-87.5% | $75,173-75.1% |
| Participation rate | 30.0% | 65.6%-35.6pp | 78.8%-48.8pp | 67.2%-37.2pp |
| Annual return | 5.45% | 31.73%-26.3pp | 134.46%-129.0pp | 160.72%-155.3pp |
| Employer contribution / active EE | $536 | $3,138-82.9% | $4,821-88.9% | $2,671-79.9% |
| Participant deferral / active EE | $667 | $3,411-80.5% | $5,682-88.3% | $4,126-83.8% |
| Admin fee / account holder | $644 | $5,950-89.2% | $13,212-95.1% | $5,651-88.6% |