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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 | $15,492 | $70,366-78.0% | $66,674-76.8% | $138,895-88.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 10.51% | 386.41%-375.9pp | 321.24%-310.7pp | 145.39%-134.9pp |
| Employer contribution / active EE | $400 | $2,765-85.5% | $2,620-84.7% | $4,194-90.5% |
| Participant deferral / active EE | $400 | $4,374-90.9% | $4,084-90.2% | $6,396-93.8% |
| Admin fee / account holder | $25,154 | $5,262+378.0% | $5,098+393.4% | $12,562+100.2% |