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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 | $14,745 | $85,171-82.7% | $172,752-91.5% | $72,975-79.8% |
| Participation rate | 37.0% | 70.1%-33.1pp | 82.6%-45.7pp | 69.5%-32.5pp |
| Annual return | 5.27% | 27.32%-22.1pp | 802.97%-797.7pp | 81.01%-75.7pp |
| Employer contribution / active EE | $488 | $3,324-85.3% | $5,144-90.5% | $2,440-80.0% |
| Participant deferral / active EE | $537 | $3,260-83.5% | $5,198-89.7% | $3,608-85.1% |
| Admin fee / account holder | $2,457 | $5,880-58.2% | $13,955-82.4% | $5,124-52.0% |