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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 | $20,172 | $61,295-67.1% | $149,682-86.5% | $71,476-71.8% |
| Participation rate | 18.0% | 62.5%-44.5pp | 78.8%-60.8pp | 67.9%-49.9pp |
| Annual return | 10.32% | 35.86%-25.5pp | 134.35%-124.0pp | 28.85%-18.5pp |
| Employer contribution / active EE | $448 | $2,380-81.2% | $4,818-90.7% | $2,589-82.7% |
| Participant deferral / active EE | $631 | $2,918-78.4% | $5,681-88.9% | $4,290-85.3% |
| Admin fee / account holder | $13,935 | $1,262+1004.4% | $13,210+5.5% | $1,587+777.9% |