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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 | $16,201 | $85,171-81.0% | $172,753-90.6% | $72,976-77.8% |
| Participation rate | 43.4% | 70.1%-26.7pp | 82.6%-39.2pp | 69.5%-26.1pp |
| Annual return | 3.56% | 27.32%-23.8pp | 803.00%-799.4pp | 81.02%-77.5pp |
| Employer contribution / active EE | $584 | $3,324-82.4% | $5,144-88.7% | $2,440-76.1% |
| Participant deferral / active EE | $628 | $3,260-80.7% | $5,198-87.9% | $3,608-82.6% |
| Admin fee / account holder | $1,231 | $5,880-79.1% | $13,956-91.2% | $5,124-76.0% |