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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 | $59,985 | $74,535-19.5% | $100,712-40.4% | $82,637-27.4% |
| Participation rate | 18.8% | 61.2%-42.4pp | 69.3%-50.5pp | 68.1%-49.3pp |
| Annual return | 5.17% | 18.92%-13.8pp | 33.27%-28.1pp | 53.51%-48.3pp |
| Employer contribution / active EE | $335 | $1,503-77.7% | $2,313-85.5% | $2,552-86.9% |
| Participant deferral / active EE | $1,028 | $3,074-66.5% | $4,085-74.8% | $4,126-75.1% |
| Admin fee / account holder | $21,295 | $6,576+223.8% | $9,256+130.1% | $7,339+190.2% |