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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 | $26,999 | $65,395-58.7% | $182,540-85.2% | $72,975-63.0% |
| Participation rate | 44.4% | 65.4%-21.0pp | 78.0%-33.5pp | 69.5%-25.0pp |
| Annual return | 16.84% | 27.68%-10.8pp | 148.58%-131.7pp | 81.01%-64.2pp |
| Employer contribution / active EE | $453 | $1,911-76.3% | $4,076-88.9% | $2,440-81.4% |
| Participant deferral / active EE | $601 | $3,563-83.1% | $5,525-89.1% | $3,608-83.3% |
| Admin fee / account holder | $8,364 | $4,245+97.1% | $8,593-2.7% | $5,124+63.2% |