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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 | $28,049 | $85,171-67.1% | $172,752-83.8% | $72,975-61.6% |
| Participation rate | 29.4% | 70.1%-40.7pp | 82.6%-53.2pp | 69.5%-40.1pp |
| Annual return | 4.36% | 27.32%-23.0pp | 802.97%-798.6pp | 81.01%-76.7pp |
| Employer contribution / active EE | $523 | $3,324-84.3% | $5,144-89.8% | $2,440-78.5% |
| Participant deferral / active EE | $750 | $3,260-77.0% | $5,198-85.6% | $3,608-79.2% |
| Admin fee / account holder | $5,449 | $5,880-7.3% | $13,955-61.0% | $5,124+6.3% |