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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 | $16,914 | $77,901-78.3% | $149,717-88.7% | $75,181-77.5% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.1pp |
| Annual return | 7.42% | 31.73%-24.3pp | 134.41%-127.0pp | 160.69%-153.3pp |
| Employer contribution / active EE | $1,190 | $3,137-62.1% | $4,820-75.3% | $2,671-55.4% |
| Participant deferral / active EE | $777 | $3,411-77.2% | $5,682-86.3% | $4,126-81.2% |
| Admin fee / account holder | $32,229 | $5,949+441.7% | $13,213+143.9% | $5,650+470.4% |