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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 | $19,561 | $76,407-74.4% | $150,298-87.0% | $82,448-76.3% |
| Participation rate | 23.5% | 66.4%-42.9pp | 77.8%-54.3pp | 68.1%-44.6pp |
| Annual return | 10.79% | 39.99%-29.2pp | 62.79%-52.0pp | 41.64%-30.9pp |
| Employer contribution / active EE | $504 | $2,614-80.7% | $4,154-87.9% | $2,551-80.2% |
| Participant deferral / active EE | $756 | $3,214-76.5% | $5,453-86.1% | $4,139-81.7% |
| Admin fee / account holder | $20,065 | $6,352+215.9% | $14,116+42.1% | $7,234+177.4% |