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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 | $28,445 | $91,198-68.8% | $178,503-84.1% | $79,856-64.4% |
| Participation rate | 35.0% | 69.2%-34.2pp | 81.9%-46.9pp | 69.6%-34.6pp |
| Annual return | 9.95% | 24.20%-14.2pp | 151.12%-141.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $379 | $3,257-88.4% | $5,011-92.4% | $2,471-84.7% |
| Participant deferral / active EE | $668 | $3,237-79.4% | $5,202-87.2% | $3,741-82.1% |
| Admin fee / account holder | $1,249 | $6,748-81.5% | $13,987-91.1% | $5,306-76.5% |