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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 | $28,739 | $58,312-50.7% | $86,656-66.8% | $71,529-59.8% |
| Participation rate | 55.1% | 65.0%-9.9pp | 71.7%-16.6pp | 67.9%-12.8pp |
| Annual return | 12.63% | 24.08%-11.5pp | 593.09%-580.5pp | 28.97%-16.3pp |
| Employer contribution / active EE | $487 | $2,576-81.1% | $3,025-83.9% | $2,590-81.2% |
| Participant deferral / active EE | $561 | $3,439-83.7% | $4,439-87.4% | $4,291-86.9% |
| Admin fee / account holder | $2,579 | $1,057+144.0% | $5,619-54.1% | $1,588+62.4% |