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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 | $32,916 | $65,961-50.1% | $180,320-81.7% | $94,015-65.0% |
| Participation rate | 26.8% | 61.3%-34.5pp | 71.5%-44.8pp | 70.8%-44.1pp |
| Annual return | 4.98% | 14.27%-9.3pp | 778.54%-773.6pp | 17.84%-12.9pp |
| Employer contribution / active EE | $434 | $1,737-75.0% | $4,108-89.4% | $2,790-84.5% |
| Participant deferral / active EE | $788 | $3,003-73.8% | $4,304-81.7% | $4,249-81.5% |
| Admin fee / account holder | $1,279 | $4,901-73.9% | $10,000-87.2% | $8,951-85.7% |