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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 | $45,312-25.0% | $86,233-60.6% | $67,986-50.0% |
| Participation rate | 7.9% | 42.4%-34.5pp | 69.0%-61.1pp | 57.2%-49.3pp |
| Annual return | 11.16% | 24.79%-13.6pp | 61.39%-50.2pp | 31.67%-20.5pp |
| Employer contribution / active EE | $132 | $1,160-88.6% | $2,504-94.7% | $2,019-93.4% |
| Participant deferral / active EE | $294 | $2,185-86.6% | $4,559-93.6% | $3,358-91.3% |
| Admin fee / account holder | $23,030 | $3,295+599.0% | $8,342+176.1% | $3,203+619.0% |