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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 | $63,892 | $78,690-18.8% | $161,489-60.4% | $87,485-27.0% |
| Participation rate | 45.2% | 67.5%-22.3pp | 78.7%-33.5pp | 68.9%-23.8pp |
| Annual return | 4.21% | 32.74%-28.5pp | 89.72%-85.5pp | 26.06%-21.8pp |
| Employer contribution / active EE | $512 | $2,588-80.2% | $4,268-88.0% | $2,596-80.3% |
| Participant deferral / active EE | $585 | $3,311-82.3% | $5,630-89.6% | $4,274-86.3% |
| Admin fee / account holder | $476 | $6,724-92.9% | $16,006-97.0% | $7,775-93.9% |