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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 | $16,308 | $103,038-84.2% | $90,324-81.9% | $152,909-89.3% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.5%-53.9pp |
| Annual return | 9.91% | 95.25%-85.3pp | 78.15%-68.2pp | 345.46%-335.6pp |
| Employer contribution / active EE | $557 | $3,141-82.3% | $2,856-80.5% | $4,764-88.3% |
| Participant deferral / active EE | $557 | $4,282-87.0% | $3,885-85.7% | $5,851-90.5% |
| Admin fee / account holder | $9,344 | $6,177+51.3% | $5,356+74.5% | $11,601-19.5% |