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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 | $15,015 | $85,171-82.4% | $172,752-91.3% | $72,975-79.4% |
| Participation rate | 31.4% | 70.1%-38.6pp | 82.6%-51.2pp | 69.5%-38.1pp |
| Annual return | 11.57% | 27.32%-15.8pp | 802.97%-791.4pp | 81.01%-69.4pp |
| Employer contribution / active EE | $609 | $3,324-81.7% | $5,144-88.2% | $2,440-75.1% |
| Participant deferral / active EE | $647 | $3,260-80.1% | $5,198-87.5% | $3,608-82.1% |
| Admin fee / account holder | $1,265 | $5,880-78.5% | $13,955-90.9% | $5,124-75.3% |