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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 | $16,887 | $91,198-81.5% | $178,503-90.5% | $79,856-78.9% |
| Participation rate | 38.2% | 69.2%-31.0pp | 81.9%-43.7pp | 69.6%-31.5pp |
| Annual return | 3.48% | 24.20%-20.7pp | 151.12%-147.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $476 | $3,257-85.4% | $5,011-90.5% | $2,471-80.7% |
| Participant deferral / active EE | $501 | $3,237-84.5% | $5,202-90.4% | $3,741-86.6% |
| Admin fee / account holder | $1,301 | $6,748-80.7% | $13,987-90.7% | $5,306-75.5% |