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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 | $26,632 | $55,902-52.4% | $76,030-65.0% | $80,959-67.1% |
| Participation rate | 34.5% | 62.1%-27.6pp | 69.1%-34.6pp | 67.7%-33.2pp |
| Annual return | 9.34% | 20.59%-11.3pp | 361.54%-352.2pp | 35.67%-26.3pp |
| Employer contribution / active EE | $628 | $1,867-66.4% | $2,688-76.6% | $2,757-77.2% |
| Participant deferral / active EE | $880 | $3,051-71.1% | $4,257-79.3% | $4,300-79.5% |
| Admin fee / account holder | $20,832 | $5,239+297.6% | $6,421+224.5% | $6,925+200.8% |