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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 | $49,024-36.9% | $112,860-72.6% | $87,485-64.7% |
| Participation rate | 16.7% | 62.2%-45.5pp | 66.3%-49.7pp | 68.9%-52.3pp |
| Annual return | 6.44% | 43.86%-37.4pp | 35.26%-28.8pp | 26.06%-19.6pp |
| Employer contribution / active EE | $372 | $1,290-71.2% | $2,206-83.1% | $2,596-85.7% |
| Participant deferral / active EE | $508 | $2,209-77.0% | $3,493-85.5% | $4,274-88.1% |
| Admin fee / account holder | $26,428 | $6,266+321.8% | $6,841+286.3% | $7,775+239.9% |