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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 | $34,960 | $51,638-32.3% | $68,368-48.9% | $82,448-57.6% |
| Participation rate | 14.9% | 63.6%-48.7pp | 73.8%-58.9pp | 68.1%-53.2pp |
| Annual return | 11.03% | 37.53%-26.5pp | 292.57%-281.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $283 | $2,047-86.2% | $2,649-89.3% | $2,551-88.9% |
| Participant deferral / active EE | $380 | $2,914-87.0% | $4,123-90.8% | $4,139-90.8% |
| Admin fee / account holder | $7,389 | $4,643+59.1% | $5,150+43.5% | $7,234+2.1% |