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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 | $15,672 | $31,679-50.5% | $74,722-79.0% | $65,185-76.0% |
| Participation rate | 40.0% | 40.4%-0.4pp | 54.5%-14.5pp | 70.2%-30.2pp |
| Annual return | 12.78% | 39.04%-26.3pp | 753.11%-740.3pp | 29.38%-16.6pp |
| Employer contribution / active EE | $313 | $566-44.7% | $1,084-71.1% | $2,177-85.6% |
| Participant deferral / active EE | $393 | $1,191-67.0% | $1,963-80.0% | $3,514-88.8% |
| Admin fee / account holder | $425 | $379+12.2% | $3,335-87.3% | $847-49.8% |