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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 | $94,436-63.7% | $115,599-70.4% | $82,637-58.5% |
| Participation rate | 25.5% | 70.4%-44.9pp | 74.3%-48.8pp | 68.1%-42.6pp |
| Annual return | 10.03% | 18.37%-8.3pp | 111.10%-101.1pp | 53.51%-43.5pp |
| Employer contribution / active EE | $700 | $2,324-69.9% | $2,955-76.3% | $2,552-72.6% |
| Participant deferral / active EE | $1,561 | $3,955-60.5% | $4,889-68.1% | $4,126-62.2% |
| Admin fee / account holder | $38,901 | $10,328+276.7% | $12,841+203.0% | $7,339+430.1% |