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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 | $26,224 | $56,054-53.2% | $171,082-84.7% | $62,881-58.3% |
| Participation rate | 50.9% | 62.9%-11.9pp | 76.7%-25.8pp | 69.3%-18.4pp |
| Annual return | 3.00% | 22.52%-19.5pp | 32.56%-29.6pp | 20.14%-17.1pp |
| Employer contribution / active EE | $448 | $1,731-74.1% | $4,002-88.8% | $2,281-80.4% |
| Participant deferral / active EE | $836 | $3,158-73.5% | $4,797-82.6% | $3,203-73.9% |
| Admin fee / account holder | $10,402 | $3,647+185.2% | $8,520+22.1% | $4,296+142.1% |