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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 | $26,308 | $102,385-74.3% | $147,080-82.1% | $80,935-67.5% |
| Participation rate | 65.5% | 75.9%-10.4pp | 82.2%-16.7pp | 67.7%-2.1pp |
| Annual return | 10.76% | 135.09%-124.3pp | 420.17%-409.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $2,759 | $3,717-25.8% | $4,933-44.1% | $2,757+0.1% |
| Participant deferral / active EE | $2,097 | $6,651-68.5% | $8,066-74.0% | $4,299-51.2% |
| Admin fee / account holder | $16,585 | $7,951+108.6% | $12,989+27.7% | $6,924+139.5% |