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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 | $10,588 | $81,358-87.0% | $155,556-93.2% | $80,959-86.9% |
| Participation rate | 49.5% | 66.3%-16.8pp | 78.2%-28.8pp | 67.7%-18.2pp |
| Annual return | 10.35% | 33.39%-23.0pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $588 | $3,106-81.1% | $4,675-87.4% | $2,757-78.7% |
| Participant deferral / active EE | $728 | $3,455-78.9% | $5,631-87.1% | $4,300-83.1% |
| Admin fee / account holder | $775 | $7,994-90.3% | $15,885-95.1% | $6,925-88.8% |