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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 | $27,374 | $78,690-65.2% | $161,489-83.0% | $87,485-68.7% |
| Participation rate | 49.2% | 67.5%-18.2pp | 78.7%-29.5pp | 68.9%-19.7pp |
| Annual return | 8.97% | 32.74%-23.8pp | 89.72%-80.7pp | 26.06%-17.1pp |
| Employer contribution / active EE | $354 | $2,588-86.3% | $4,268-91.7% | $2,596-86.4% |
| Participant deferral / active EE | $754 | $3,311-77.2% | $5,630-86.6% | $4,274-82.3% |
| Admin fee / account holder | $631 | $6,724-90.6% | $16,006-96.1% | $7,775-91.9% |