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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 | $45,431 | $78,690-42.3% | $161,489-71.9% | $87,485-48.1% |
| Participation rate | 19.4% | 67.5%-48.1pp | 78.7%-59.3pp | 68.9%-49.6pp |
| Annual return | 9.41% | 32.74%-23.3pp | 89.72%-80.3pp | 26.06%-16.6pp |
| Employer contribution / active EE | $515 | $2,588-80.1% | $4,268-87.9% | $2,596-80.2% |
| Participant deferral / active EE | $515 | $3,311-84.4% | $5,630-90.8% | $4,274-87.9% |
| Admin fee / account holder | $866 | $6,724-87.1% | $16,006-94.6% | $7,775-88.9% |