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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 | $29,264 | $48,078-39.1% | $78,676-62.8% | $62,881-53.5% |
| Participation rate | 23.4% | 65.2%-41.8pp | 73.6%-50.1pp | 69.3%-45.9pp |
| Annual return | 4.03% | 31.36%-27.3pp | 62.19%-58.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $416 | $2,015-79.3% | $2,850-85.4% | $2,281-81.8% |
| Participant deferral / active EE | $438 | $2,587-83.1% | $3,517-87.5% | $3,203-86.3% |
| Admin fee / account holder | $12,867 | $3,206+301.4% | $4,510+185.3% | $4,296+199.5% |