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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 | $23,461 | $73,532-68.1% | $178,540-86.9% | $74,459-68.5% |
| Participation rate | 32.4% | 66.6%-34.2pp | 77.1%-44.7pp | 67.2%-34.8pp |
| Annual return | 9.74% | 17.51%-7.8pp | 27.15%-17.4pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $680 | $2,221-69.4% | $3,953-82.8% | $2,626-74.1% |
| Participant deferral / active EE | $1,451 | $4,519-67.9% | $6,281-76.9% | $4,350-66.6% |
| Admin fee / account holder | $11,609 | $1,813+540.5% | $10,424+11.4% | $1,945+496.9% |