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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 | $28,459 | $65,084-56.3% | $67,681-58.0% | $64,340-55.8% |
| Participation rate | 58.7% | 66.7%-8.0pp | 73.7%-15.0pp | 55.2%+3.5pp |
| Annual return | 10.06% | 20.50%-10.4pp | 590.58%-580.5pp | 24.14%-14.1pp |
| Employer contribution / active EE | $631 | $2,398-73.7% | $2,678-76.5% | $1,862-66.1% |
| Participant deferral / active EE | $1,059 | $3,210-67.0% | $3,976-73.4% | $2,980-64.5% |
| Admin fee / account holder | $4,960 | $1,415+250.6% | $6,100-18.7% | $3,703+34.0% |