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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 | $81,233-87.0% | $155,567-93.2% | $80,874-86.9% |
| Participation rate | 49.5% | 66.2%-16.8pp | 78.2%-28.7pp | 67.6%-18.2pp |
| Annual return | 10.35% | 33.33%-23.0pp | 64.74%-54.4pp | 35.62%-25.3pp |
| Employer contribution / active EE | $588 | $3,101-81.0% | $4,674-87.4% | $2,756-78.7% |
| Participant deferral / active EE | $728 | $3,452-78.9% | $5,628-87.1% | $4,297-83.1% |
| Admin fee / account holder | $775 | $7,998-90.3% | $15,916-95.1% | $6,935-88.8% |