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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 | $26,344 | $85,171-69.1% | $172,753-84.8% | $72,976-63.9% |
| Participation rate | 60.3% | 70.1%-9.8pp | 82.6%-22.4pp | 69.5%-9.2pp |
| Annual return | 15.40% | 27.32%-11.9pp | 803.00%-787.6pp | 81.02%-65.6pp |
| Employer contribution / active EE | $478 | $3,324-85.6% | $5,144-90.7% | $2,440-80.4% |
| Participant deferral / active EE | $435 | $3,260-86.7% | $5,198-91.6% | $3,608-87.9% |
| Admin fee / account holder | $2,576 | $5,880-56.2% | $13,956-81.5% | $5,124-49.7% |