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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 | $73,459-68.1% | $178,449-86.9% | $74,400-68.5% |
| Participation rate | 32.4% | 66.6%-34.2pp | 77.1%-44.7pp | 67.2%-34.8pp |
| Annual return | 9.74% | 17.50%-7.8pp | 27.09%-17.3pp | 1367.51%-1357.8pp |
| Employer contribution / active EE | $680 | $2,219-69.3% | $3,951-82.8% | $2,624-74.1% |
| Participant deferral / active EE | $1,451 | $4,515-67.9% | $6,277-76.9% | $4,348-66.6% |
| Admin fee / account holder | $11,609 | $1,812+540.7% | $10,362+12.0% | $1,944+497.3% |