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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 | $32,410 | $77,908-58.4% | $149,696-78.3% | $75,173-56.9% |
| Participation rate | 26.7% | 65.6%-38.9pp | 78.8%-52.1pp | 67.2%-40.5pp |
| Annual return | 5.82% | 31.73%-25.9pp | 134.46%-128.6pp | 160.72%-154.9pp |
| Employer contribution / active EE | $430 | $3,138-86.3% | $4,821-91.1% | $2,671-83.9% |
| Participant deferral / active EE | $495 | $3,411-85.5% | $5,682-91.3% | $4,126-88.0% |
| Admin fee / account holder | $16,950 | $5,950+184.9% | $13,212+28.3% | $5,651+200.0% |