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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 | $18,986 | $117,895-83.9% | $102,460-81.5% | $145,897-87.0% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 7.12% | 31.92%-24.8pp | 29.47%-22.3pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,222 | $3,619-66.2% | $3,025-59.6% | $4,663-73.8% |
| Participant deferral / active EE | $1,695 | $5,736-70.4% | $5,056-66.5% | $6,689-74.7% |
| Admin fee / account holder | $45,472 | $13,353+240.5% | $9,460+380.7% | $13,390+239.6% |