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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 | $33,967 | $48,050-29.3% | $96,754-64.9% | $64,340-47.2% |
| Participation rate | 7.9% | 40.6%-32.6pp | 70.3%-62.3pp | 55.2%-47.3pp |
| Annual return | 11.16% | 23.41%-12.3pp | 82.04%-70.9pp | 24.14%-13.0pp |
| Employer contribution / active EE | $132 | $1,204-89.0% | $2,679-95.1% | $1,862-92.9% |
| Participant deferral / active EE | $294 | $2,191-86.6% | $4,758-93.8% | $2,980-90.2% |
| Admin fee / account holder | $23,030 | $3,741+515.5% | $8,905+158.6% | $3,703+522.0% |