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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 | $28,127 | $63,346-55.6% | $92,240-69.5% | $70,126-59.9% |
| Participation rate | 47.2% | 68.7%-21.5pp | 76.5%-29.3pp | 69.5%-22.4pp |
| Annual return | 9.40% | 530.19%-520.8pp | 176.29%-166.9pp | 73.15%-63.7pp |
| Employer contribution / active EE | $519 | $2,471-79.0% | $3,680-85.9% | $2,343-77.9% |
| Participant deferral / active EE | $780 | $2,854-72.7% | $3,897-80.0% | $3,332-76.6% |
| Admin fee / account holder | $2,378 | $3,841-38.1% | $5,194-54.2% | $4,645-48.8% |