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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 | $20,223 | $48,432-58.2% | $121,210-83.3% | $71,529-71.7% |
| Participation rate | 29.1% | 54.3%-25.3pp | 69.5%-40.5pp | 67.9%-38.9pp |
| Annual return | 12.83% | 23.28%-10.5pp | 987.41%-974.6pp | 28.97%-16.1pp |
| Employer contribution / active EE | $455 | $1,493-69.5% | $4,171-89.1% | $2,590-82.4% |
| Participant deferral / active EE | $378 | $2,756-86.3% | $4,084-90.7% | $4,291-91.2% |
| Admin fee / account holder | $3,030 | $1,845+64.3% | $5,647-46.3% | $1,588+90.8% |