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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 | $27,474 | $68,412-59.8% | $94,679-71.0% | $75,181-63.5% |
| Participation rate | 17.1% | 76.1%-58.9pp | 80.8%-63.7pp | 67.2%-50.1pp |
| Annual return | 11.60% | 616.91%-605.3pp | 156.75%-145.2pp | 160.69%-149.1pp |
| Employer contribution / active EE | $496 | $2,701-81.6% | $3,673-86.5% | $2,671-81.4% |
| Participant deferral / active EE | $648 | $6,537-90.1% | $7,417-91.3% | $4,126-84.3% |
| Admin fee / account holder | $2,446 | $5,326-54.1% | $7,233-66.2% | $5,650-56.7% |