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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 | $27,446 | $63,346-56.7% | $92,239-70.2% | $70,124-60.9% |
| Participation rate | 36.7% | 68.7%-32.0pp | 76.5%-39.8pp | 69.5%-32.9pp |
| Annual return | 8.08% | 530.19%-522.1pp | 176.29%-168.2pp | 73.14%-65.1pp |
| Employer contribution / active EE | $774 | $2,471-68.7% | $3,680-79.0% | $2,342-67.0% |
| Participant deferral / active EE | $1,049 | $2,854-63.3% | $3,897-73.1% | $3,332-68.5% |
| Admin fee / account holder | $3,400 | $3,841-11.5% | $5,194-34.5% | $4,645-26.8% |