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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 | $13,629 | $100,203-86.4% | $85,240-84.0% | $145,897-90.7% |
| Participation rate | 68.8% | 74.1%-5.4pp | 67.5%+1.2pp | 80.3%-11.6pp |
| Annual return | 5.29% | 84.28%-79.0pp | 66.75%-61.5pp | 552.29%-547.0pp |
| Employer contribution / active EE | $1,624 | $3,242-49.9% | $2,735-40.6% | $4,663-65.2% |
| Participant deferral / active EE | $358 | $5,299-93.3% | $4,527-92.1% | $6,689-94.7% |
| Admin fee / account holder | $3,166 | $7,265-56.4% | $6,165-48.6% | $13,390-76.4% |