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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 | $30,133 | $75,541-60.1% | $152,093-80.2% | $82,637-63.5% |
| Participation rate | 39.7% | 66.5%-26.8pp | 77.8%-38.1pp | 68.1%-28.3pp |
| Annual return | 8.80% | 32.56%-23.8pp | 66.36%-57.6pp | 53.51%-44.7pp |
| Employer contribution / active EE | $500 | $2,622-80.9% | $4,175-88.0% | $2,552-80.4% |
| Participant deferral / active EE | $792 | $3,206-75.3% | $5,451-85.5% | $4,126-80.8% |
| Admin fee / account holder | $15,620 | $6,405+143.9% | $14,497+7.7% | $7,339+112.8% |