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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 | $86,050-65.0% | $189,758-84.1% | $94,015-67.9% |
| Participation rate | 39.7% | 68.9%-29.2pp | 79.8%-40.1pp | 70.8%-31.1pp |
| Annual return | 8.80% | 17.77%-9.0pp | 52.62%-43.8pp | 17.84%-9.0pp |
| Employer contribution / active EE | $500 | $2,819-82.2% | $4,767-89.5% | $2,790-82.1% |
| Participant deferral / active EE | $792 | $3,349-76.4% | $5,856-86.5% | $4,249-81.4% |
| Admin fee / account holder | $15,620 | $6,627+135.7% | $20,388-23.4% | $8,951+74.5% |