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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 | $17,608 | $53,128-66.9% | $86,582-79.7% | $70,126-74.9% |
| Participation rate | 54.2% | 65.3%-11.1pp | 73.5%-19.4pp | 69.5%-15.4pp |
| Annual return | 8.69% | 27.66%-19.0pp | 965.08%-956.4pp | 73.15%-64.5pp |
| Employer contribution / active EE | $371 | $2,068-82.1% | $2,839-86.9% | $2,343-84.2% |
| Participant deferral / active EE | $521 | $2,695-80.7% | $3,609-85.6% | $3,332-84.4% |
| Admin fee / account holder | $1,306 | $3,584-63.5% | $4,904-73.4% | $4,645-71.9% |