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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 | $27,569 | $61,125-54.9% | $94,057-70.7% | $87,485-68.5% |
| Participation rate | 45.2% | 64.1%-18.9pp | 73.3%-28.2pp | 68.9%-23.8pp |
| Annual return | 11.76% | 35.20%-23.4pp | 480.62%-468.9pp | 26.06%-14.3pp |
| Employer contribution / active EE | $700 | $2,136-67.2% | $2,933-76.1% | $2,596-73.0% |
| Participant deferral / active EE | $451 | $3,260-86.2% | $4,709-90.4% | $4,274-89.4% |
| Admin fee / account holder | $3,941 | $5,629-30.0% | $7,244-45.6% | $7,775-49.3% |