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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 | $32,672 | $77,638-57.9% | $156,551-79.1% | $62,881-48.0% |
| Participation rate | 18.4% | 71.2%-52.8pp | 84.0%-65.6pp | 69.3%-50.9pp |
| Annual return | 3.76% | 50.33%-46.6pp | 32.23%-28.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $507 | $3,444-85.3% | $5,501-90.8% | $2,281-77.8% |
| Participant deferral / active EE | $593 | $3,046-80.5% | $4,871-87.8% | $3,203-81.5% |
| Admin fee / account holder | $1,696 | $5,561-69.5% | $13,028-87.0% | $4,296-60.5% |