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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 | $18,137 | $81,358-77.7% | $155,556-88.3% | $80,959-77.6% |
| Participation rate | 24.1% | 66.3%-42.1pp | 78.2%-54.1pp | 67.7%-43.5pp |
| Annual return | 8.55% | 33.39%-24.8pp | 64.84%-56.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $392 | $3,106-87.4% | $4,675-91.6% | $2,757-85.8% |
| Participant deferral / active EE | $849 | $3,455-75.4% | $5,631-84.9% | $4,300-80.3% |
| Admin fee / account holder | $41,288 | $7,994+416.5% | $15,885+159.9% | $6,925+496.2% |