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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 | $20,284 | $53,128-61.8% | $86,581-76.6% | $70,124-71.1% |
| Participation rate | 41.0% | 65.3%-24.3pp | 73.5%-32.5pp | 69.5%-28.5pp |
| Annual return | 10.61% | 27.66%-17.1pp | 965.06%-954.4pp | 73.14%-62.5pp |
| Employer contribution / active EE | $362 | $2,068-82.5% | $2,840-87.2% | $2,342-84.5% |
| Participant deferral / active EE | $779 | $2,695-71.1% | $3,609-78.4% | $3,332-76.6% |
| Admin fee / account holder | $5,039 | $3,584+40.6% | $4,904+2.8% | $4,645+8.5% |