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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 | $37,536 | $86,050-56.4% | $189,758-80.2% | $94,015-60.1% |
| Participation rate | 13.0% | 68.9%-55.9pp | 79.8%-66.8pp | 70.8%-57.8pp |
| Annual return | 6.54% | 17.77%-11.2pp | 52.62%-46.1pp | 17.84%-11.3pp |
| Employer contribution / active EE | $444 | $2,819-84.3% | $4,767-90.7% | $2,790-84.1% |
| Participant deferral / active EE | $444 | $3,349-86.7% | $5,856-92.4% | $4,249-89.5% |
| Admin fee / account holder | $11,724 | $6,627+76.9% | $20,388-42.5% | $8,951+31.0% |