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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 | $35,825 | $53,128-32.6% | $86,582-58.6% | $70,126-48.9% |
| Participation rate | 12.0% | 65.3%-53.3pp | 73.5%-61.5pp | 69.5%-57.5pp |
| Annual return | 4.96% | 27.66%-22.7pp | 965.08%-960.1pp | 73.15%-68.2pp |
| Employer contribution / active EE | $262 | $2,068-87.3% | $2,839-90.8% | $2,343-88.8% |
| Participant deferral / active EE | $400 | $2,695-85.1% | $3,609-88.9% | $3,332-88.0% |
| Admin fee / account holder | $525 | $3,584-85.4% | $4,904-89.3% | $4,645-88.7% |