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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 | $12,697 | $114,013-88.9% | $103,693-87.8% | $155,188-91.8% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-26.0pp | 80.8%-34.1pp |
| Annual return | 6.78% | 49.31%-42.5pp | 47.61%-40.8pp | 148.84%-142.1pp |
| Employer contribution / active EE | $536 | $3,131-82.9% | $2,920-81.6% | $4,248-87.4% |
| Participant deferral / active EE | $643 | $4,970-87.1% | $4,579-86.0% | $6,531-90.2% |
| Admin fee / account holder | $18,884 | $8,407+124.6% | $7,858+140.3% | $14,480+30.4% |