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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 | $24,259 | $76,407-68.3% | $150,298-83.9% | $82,448-70.6% |
| Participation rate | 34.6% | 66.4%-31.8pp | 77.8%-43.1pp | 68.1%-33.5pp |
| Annual return | 4.02% | 39.99%-36.0pp | 62.79%-58.8pp | 41.64%-37.6pp |
| Employer contribution / active EE | $374 | $2,614-85.7% | $4,154-91.0% | $2,551-85.3% |
| Participant deferral / active EE | $807 | $3,214-74.9% | $5,453-85.2% | $4,139-80.5% |
| Admin fee / account holder | $16,884 | $6,352+165.8% | $14,116+19.6% | $7,234+133.4% |