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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 | $17,492 | $91,167-80.8% | $178,498-90.2% | $79,858-78.1% |
| Participation rate | 40.3% | 69.2%-28.9pp | 81.9%-41.7pp | 69.6%-29.4pp |
| Annual return | 3.83% | 24.19%-20.4pp | 151.09%-147.3pp | 31.72%-27.9pp |
| Employer contribution / active EE | $539 | $3,255-83.5% | $5,011-89.3% | $2,471-78.2% |
| Participant deferral / active EE | $575 | $3,236-82.2% | $5,202-88.9% | $3,740-84.6% |
| Admin fee / account holder | $2,306 | $6,747-65.8% | $13,985-83.5% | $5,306-56.5% |