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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 | $27,750 | $102,382-72.9% | $147,005-81.1% | $80,874-65.7% |
| Participation rate | 32.7% | 75.8%-43.2pp | 82.2%-49.5pp | 67.6%-35.0pp |
| Annual return | 5.16% | 134.89%-129.7pp | 418.76%-413.6pp | 35.62%-30.5pp |
| Employer contribution / active EE | $875 | $3,715-76.5% | $4,934-82.3% | $2,756-68.3% |
| Participant deferral / active EE | $1,965 | $6,646-70.4% | $8,070-75.7% | $4,297-54.3% |
| Admin fee / account holder | $17,561 | $7,942+121.1% | $13,006+35.0% | $6,935+153.2% |