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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 | $63,612 | $85,515-25.6% | $112,040-43.2% | $67,986-6.4% |
| Participation rate | 29.4% | 68.2%-38.9pp | 76.5%-47.1pp | 57.2%-27.8pp |
| Annual return | 10.66% | 29.68%-19.0pp | 24.52%-13.9pp | 31.67%-21.0pp |
| Employer contribution / active EE | $708 | $2,191-67.7% | $2,954-76.0% | $2,019-64.9% |
| Participant deferral / active EE | $826 | $4,014-79.4% | $5,098-83.8% | $3,358-75.4% |
| Admin fee / account holder | $28,348 | $3,774+651.2% | $12,098+134.3% | $3,203+785.0% |