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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 | $27,613 | $91,167-69.7% | $178,498-84.5% | $79,858-65.4% |
| Participation rate | 31.2% | 69.2%-38.0pp | 81.9%-50.7pp | 69.6%-38.5pp |
| Annual return | 3.80% | 24.19%-20.4pp | 151.09%-147.3pp | 31.72%-27.9pp |
| Employer contribution / active EE | $404 | $3,255-87.6% | $5,011-91.9% | $2,471-83.6% |
| Participant deferral / active EE | $658 | $3,236-79.7% | $5,202-87.3% | $3,740-82.4% |
| Admin fee / account holder | $3,480 | $6,747-48.4% | $13,985-75.1% | $5,306-34.4% |