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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 | $23,196 | $48,337-52.0% | $67,560-65.7% | $80,959-71.3% |
| Participation rate | 16.7% | 66.4%-49.8pp | 72.9%-56.3pp | 67.7%-51.0pp |
| Annual return | 7.98% | 18.26%-10.3pp | 3533.50%-3525.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $537 | $2,023-73.5% | $2,737-80.4% | $2,757-80.5% |
| Participant deferral / active EE | $675 | $2,928-77.0% | $4,004-83.1% | $4,300-84.3% |
| Admin fee / account holder | $5,238 | $3,695+41.7% | $3,994+31.1% | $6,925-24.4% |