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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 | $19,479 | $77,638-74.9% | $156,551-87.6% | $62,881-69.0% |
| Participation rate | 36.6% | 71.2%-34.6pp | 84.0%-47.4pp | 69.3%-32.7pp |
| Annual return | 0.54% | 50.33%-49.8pp | 32.23%-31.7pp | 20.14%-19.6pp |
| Employer contribution / active EE | $504 | $3,444-85.4% | $5,501-90.8% | $2,281-77.9% |
| Participant deferral / active EE | $683 | $3,046-77.6% | $4,871-86.0% | $3,203-78.7% |
| Admin fee / account holder | $2,642 | $5,561-52.5% | $13,028-79.7% | $4,296-38.5% |