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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 | $12,960 | $45,343-71.4% | $150,298-91.4% | $67,986-80.9% |
| Participation rate | 22.6% | 51.9%-29.2pp | 77.8%-55.2pp | 57.2%-34.6pp |
| Annual return | 6.95% | 33.28%-26.3pp | 62.79%-55.8pp | 31.67%-24.7pp |
| Employer contribution / active EE | $206 | $1,462-85.9% | $4,154-95.1% | $2,019-89.8% |
| Participant deferral / active EE | $518 | $2,055-74.8% | $5,453-90.5% | $3,358-84.6% |
| Admin fee / account holder | $14,232 | $2,250+532.6% | $14,116+0.8% | $3,203+344.3% |