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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 | $28,067 | $63,140-55.5% | $304,612-90.8% | $116,462-75.9% |
| Participation rate | 8.1% | 70.4%-62.2pp | 81.9%-73.8pp | 74.7%-66.6pp |
| Annual return | 7.20% | 15.04%-7.8pp | 329.91%-322.7pp | 15.65%-8.5pp |
| Employer contribution / active EE | $469 | $2,385-80.3% | $7,476-93.7% | $3,231-85.5% |
| Participant deferral / active EE | $469 | $2,741-82.9% | $5,388-91.3% | $3,836-87.8% |
| Admin fee / account holder | $28,639 | $7,583+277.7% | $12,962+120.9% | $12,754+124.5% |