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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 | $38,132 | $58,493-34.8% | $84,021-54.6% | $72,975-47.7% |
| Participation rate | 21.6% | 61.2%-39.6pp | 69.0%-47.4pp | 69.5%-47.9pp |
| Annual return | 14.94% | 28.93%-14.0pp | 71.32%-56.4pp | 81.01%-66.1pp |
| Employer contribution / active EE | $380 | $1,163-67.3% | $1,984-80.8% | $2,440-84.4% |
| Participant deferral / active EE | $897 | $2,394-62.5% | $3,239-72.3% | $3,608-75.1% |
| Admin fee / account holder | $11,992 | $4,569+162.5% | $6,102+96.5% | $5,124+134.0% |