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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 | $30,920 | $23,330+32.5% | $64,489-52.1% | $82,448-62.5% |
| Participation rate | 16.7% | 68.3%-51.6pp | 67.7%-51.0pp | 68.1%-51.4pp |
| Annual return | 6.44% | 83.66%-77.2pp | 55.03%-48.6pp | 41.64%-35.2pp |
| Employer contribution / active EE | $372 | $824-54.9% | $1,523-75.6% | $2,551-85.4% |
| Participant deferral / active EE | $508 | $1,707-70.3% | $2,778-81.7% | $4,139-87.7% |
| Admin fee / account holder | $26,428 | $2,946+797.2% | $4,260+520.4% | $7,234+265.3% |