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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 | $14,336 | $58,241-75.4% | $81,780-82.5% | $80,911-82.3% |
| Participation rate | 26.4% | 63.4%-37.0pp | 72.4%-45.9pp | 67.6%-41.2pp |
| Annual return | 6.44% | 41.73%-35.3pp | 776.27%-769.8pp | 35.63%-29.2pp |
| Employer contribution / active EE | $320 | $2,343-86.4% | $2,914-89.0% | $2,756-88.4% |
| Participant deferral / active EE | $644 | $3,283-80.4% | $4,321-85.1% | $4,297-85.0% |
| Admin fee / account holder | $2,883 | $4,973-42.0% | $7,384-61.0% | $6,935-58.4% |