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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 | $10,881 | $56,116-80.6% | $135,768-92.0% | $86,983-87.5% |
| Participation rate | 40.7% | 60.1%-19.4pp | 71.1%-30.3pp | 69.5%-28.8pp |
| Annual return | 5.15% | 125.33%-120.2pp | 526.10%-521.0pp | 25.83%-20.7pp |
| Employer contribution / active EE | $328 | $1,528-78.6% | $3,394-90.3% | $2,584-87.3% |
| Participant deferral / active EE | $329 | $2,690-87.8% | $3,977-91.7% | $4,194-92.1% |
| Admin fee / account holder | $2,060 | $4,314-52.3% | $7,048-70.8% | $7,856-73.8% |