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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 | $27,929 | $91,179-69.4% | $178,499-84.4% | $79,852-65.0% |
| Participation rate | 36.7% | 69.2%-32.5pp | 81.9%-45.3pp | 69.6%-33.0pp |
| Annual return | 7.89% | 24.19%-16.3pp | 151.10%-143.2pp | 31.72%-23.8pp |
| Employer contribution / active EE | $711 | $3,256-78.2% | $5,011-85.8% | $2,471-71.2% |
| Participant deferral / active EE | $883 | $3,236-72.7% | $5,202-83.0% | $3,740-76.4% |
| Admin fee / account holder | $5,078 | $6,749-24.8% | $13,986-63.7% | $5,306-4.3% |