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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 | $19,789 | $43,496-54.5% | $161,489-87.7% | $64,340-69.2% |
| Participation rate | 23.4% | 53.5%-30.1pp | 78.7%-55.3pp | 55.2%-31.8pp |
| Annual return | 8.00% | 20.76%-12.8pp | 89.72%-81.7pp | 24.14%-16.1pp |
| Employer contribution / active EE | $427 | $1,431-70.2% | $4,268-90.0% | $1,862-77.1% |
| Participant deferral / active EE | $612 | $1,996-69.3% | $5,630-89.1% | $2,980-79.5% |
| Admin fee / account holder | $16,318 | $2,330+600.2% | $16,006+2.0% | $3,703+340.7% |