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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 | $56,431-41.7% | $130,788-74.8% | $87,485-62.4% |
| Participation rate | 26.8% | 58.9%-32.2pp | 70.1%-43.3pp | 68.9%-42.2pp |
| Annual return | 4.98% | 91.27%-86.3pp | 386.44%-381.5pp | 26.06%-21.1pp |
| Employer contribution / active EE | $434 | $1,549-72.0% | $3,558-87.8% | $2,596-83.3% |
| Participant deferral / active EE | $788 | $2,749-71.4% | $4,137-81.0% | $4,274-81.6% |
| Admin fee / account holder | $1,279 | $4,433-71.2% | $6,673-80.8% | $7,775-83.6% |