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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 | $78,690-52.3% | $161,489-76.8% | $87,485-57.1% |
| Participation rate | 13.0% | 67.5%-54.4pp | 78.7%-65.7pp | 68.9%-55.9pp |
| Annual return | 6.54% | 32.74%-26.2pp | 89.72%-83.2pp | 26.06%-19.5pp |
| Employer contribution / active EE | $444 | $2,588-82.8% | $4,268-89.6% | $2,596-82.9% |
| Participant deferral / active EE | $444 | $3,311-86.6% | $5,630-92.1% | $4,274-89.6% |
| Admin fee / account holder | $11,724 | $6,724+74.4% | $16,006-26.8% | $7,775+50.8% |