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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 | $13,111 | $106,247-87.7% | $96,515-86.4% | $139,466-90.6% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 9.34% | 38.47%-29.1pp | 35.73%-26.4pp | 373.66%-364.3pp |
| Employer contribution / active EE | $1,007 | $4,106-75.5% | $3,740-73.1% | $4,754-78.8% |
| Participant deferral / active EE | $1,259 | $5,456-76.9% | $4,880-74.2% | $6,712-81.2% |
| Admin fee / account holder | $19,097 | $7,885+142.2% | $6,735+183.5% | $11,409+67.4% |