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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 | $18,765 | $85,171-78.0% | $172,752-89.1% | $72,975-74.3% |
| Participation rate | 30.8% | 70.1%-39.3pp | 82.6%-51.9pp | 69.5%-38.7pp |
| Annual return | 6.04% | 27.32%-21.3pp | 802.97%-796.9pp | 81.01%-75.0pp |
| Employer contribution / active EE | $584 | $3,324-82.4% | $5,144-88.6% | $2,440-76.1% |
| Participant deferral / active EE | $330 | $3,260-89.9% | $5,198-93.6% | $3,608-90.8% |
| Admin fee / account holder | $360 | $5,880-93.9% | $13,955-97.4% | $5,124-93.0% |