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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 | $27,469 | $85,169-67.7% | $172,755-84.1% | $72,983-62.4% |
| Participation rate | 32.7% | 70.1%-37.4pp | 82.6%-50.0pp | 69.5%-36.8pp |
| Annual return | 14.89% | 27.32%-12.4pp | 802.94%-788.1pp | 81.01%-66.1pp |
| Employer contribution / active EE | $438 | $3,324-86.8% | $5,144-91.5% | $2,440-82.1% |
| Participant deferral / active EE | $892 | $3,260-72.6% | $5,198-82.8% | $3,608-75.3% |
| Admin fee / account holder | $1,046 | $5,880-82.2% | $13,955-92.5% | $5,124-79.6% |