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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 | $13,816 | $58,311-76.3% | $81,882-83.1% | $80,959-82.9% |
| Participation rate | 58.6% | 63.5%-4.9pp | 72.4%-13.8pp | 67.7%-9.1pp |
| Annual return | 8.19% | 41.85%-33.7pp | 779.47%-771.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $1,370 | $2,347-41.6% | $2,916-53.0% | $2,757-50.3% |
| Participant deferral / active EE | $587 | $3,287-82.1% | $4,323-86.4% | $4,300-86.4% |
| Admin fee / account holder | $14,660 | $4,752+208.5% | $7,360+99.2% | $6,925+111.7% |