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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 | $37,595 | $77,814-51.7% | $158,223-76.2% | $86,983-56.8% |
| Participation rate | 30.8% | 68.4%-37.6pp | 79.2%-48.4pp | 69.5%-38.8pp |
| Annual return | 9.22% | 30.54%-21.3pp | 52.09%-42.9pp | 25.83%-16.6pp |
| Employer contribution / active EE | $642 | $2,592-75.2% | $4,109-84.4% | $2,584-75.2% |
| Participant deferral / active EE | $871 | $3,270-73.4% | $5,467-84.1% | $4,194-79.2% |
| Admin fee / account holder | $15,095 | $5,879+156.8% | $16,047-5.9% | $7,856+92.2% |