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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 | $77,814-51.8% | $158,223-76.3% | $86,983-56.8% |
| Participation rate | 13.0% | 68.4%-55.4pp | 79.2%-66.2pp | 69.5%-56.5pp |
| Annual return | 6.54% | 30.54%-24.0pp | 52.09%-45.5pp | 25.83%-19.3pp |
| Employer contribution / active EE | $444 | $2,592-82.9% | $4,109-89.2% | $2,584-82.8% |
| Participant deferral / active EE | $444 | $3,270-86.4% | $5,467-91.9% | $4,194-89.4% |
| Admin fee / account holder | $11,724 | $5,879+99.4% | $16,047-26.9% | $7,856+49.2% |