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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 | $21,389 | $91,179-76.5% | $178,499-88.0% | $79,852-73.2% |
| Participation rate | 56.7% | 69.2%-12.5pp | 81.9%-25.2pp | 69.6%-12.9pp |
| Annual return | 1.62% | 24.19%-22.6pp | 151.10%-149.5pp | 31.72%-30.1pp |
| Employer contribution / active EE | $815 | $3,256-75.0% | $5,011-83.7% | $2,471-67.0% |
| Participant deferral / active EE | $737 | $3,236-77.2% | $5,202-85.8% | $3,740-80.3% |
| Admin fee / account holder | $4,347 | $6,749-35.6% | $13,986-68.9% | $5,306-18.1% |