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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 | $27,867 | $77,901-64.2% | $149,717-81.4% | $75,181-62.9% |
| Participation rate | 24.6% | 65.6%-41.0pp | 78.8%-54.2pp | 67.2%-42.6pp |
| Annual return | 7.05% | 31.73%-24.7pp | 134.41%-127.4pp | 160.69%-153.6pp |
| Employer contribution / active EE | $424 | $3,137-86.5% | $4,820-91.2% | $2,671-84.1% |
| Participant deferral / active EE | $700 | $3,411-79.5% | $5,682-87.7% | $4,126-83.0% |
| Admin fee / account holder | $1,556 | $5,949-73.8% | $13,213-88.2% | $5,650-72.5% |