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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 | $23,695 | $100,073-76.3% | $85,126-72.2% | $145,877-83.8% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 4.52% | 84.11%-79.6pp | 66.63%-62.1pp | 551.28%-546.8pp |
| Employer contribution / active EE | $436 | $3,236-86.5% | $2,731-84.0% | $4,663-90.6% |
| Participant deferral / active EE | $520 | $5,294-90.2% | $4,523-88.5% | $6,691-92.2% |
| Admin fee / account holder | $3,047 | $7,261-58.0% | $6,160-50.5% | $13,402-77.3% |