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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 | $34,255 | $94,031-63.6% | $115,768-70.4% | $82,448-58.5% |
| Participation rate | 25.5% | 70.4%-44.9pp | 74.4%-48.9pp | 68.1%-42.6pp |
| Annual return | 10.03% | 20.61%-10.6pp | 100.46%-90.4pp | 41.64%-31.6pp |
| Employer contribution / active EE | $700 | $2,323-69.9% | $2,940-76.2% | $2,551-72.5% |
| Participant deferral / active EE | $1,561 | $3,972-60.7% | $4,917-68.2% | $4,139-62.3% |
| Admin fee / account holder | $38,901 | $10,249+279.5% | $12,439+212.7% | $7,234+437.7% |