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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 | $19,822 | $85,171-76.7% | $172,752-88.5% | $72,975-72.8% |
| Participation rate | 67.5% | 70.1%-2.6pp | 82.6%-15.1pp | 69.5%-2.0pp |
| Annual return | 5.08% | 27.32%-22.2pp | 802.97%-797.9pp | 81.01%-75.9pp |
| Employer contribution / active EE | $1,028 | $3,324-69.1% | $5,144-80.0% | $2,440-57.9% |
| Participant deferral / active EE | $503 | $3,260-84.6% | $5,198-90.3% | $3,608-86.1% |
| Admin fee / account holder | $4,012 | $5,880-31.8% | $13,955-71.3% | $5,124-21.7% |