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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 | $14,735 | $85,171-82.7% | $172,752-91.5% | $72,975-79.8% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 4.64% | 27.32%-22.7pp | 802.97%-798.3pp | 81.01%-76.4pp |
| Employer contribution / active EE | $414 | $3,324-87.5% | $5,144-91.9% | $2,440-83.0% |
| Participant deferral / active EE | $553 | $3,260-83.0% | $5,198-89.4% | $3,608-84.7% |
| Admin fee / account holder | $4,747 | $5,880-19.3% | $13,955-66.0% | $5,124-7.4% |