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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 | $38,220 | $71,208-46.3% | $93,681-59.2% | $80,911-52.8% |
| Participation rate | 12.8% | 60.4%-47.6pp | 68.7%-56.0pp | 67.6%-54.9pp |
| Annual return | 5.80% | 11.27%-5.5pp | 133.47%-127.7pp | 35.63%-29.8pp |
| Employer contribution / active EE | $540 | $1,564-65.5% | $2,422-77.7% | $2,756-80.4% |
| Participant deferral / active EE | $1,022 | $4,035-74.7% | $4,415-76.8% | $4,297-76.2% |
| Admin fee / account holder | $16,962 | $6,951+144.0% | $8,290+104.6% | $6,935+144.6% |