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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 | $29,676 | $84,236-64.8% | $170,435-82.6% | $70,126-57.7% |
| Participation rate | 37.7% | 70.8%-33.1pp | 83.6%-45.9pp | 69.5%-31.8pp |
| Annual return | 4.38% | 23.06%-18.7pp | 205.94%-201.6pp | 73.15%-68.8pp |
| Employer contribution / active EE | $470 | $3,387-86.1% | $5,432-91.3% | $2,343-79.9% |
| Participant deferral / active EE | $756 | $3,086-75.5% | $4,939-84.7% | $3,332-77.3% |
| Admin fee / account holder | $13,755 | $5,698+141.4% | $13,881-0.9% | $4,645+196.1% |