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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 | $78,690-69.2% | $161,489-85.0% | $87,485-72.3% |
| Participation rate | 34.6% | 67.5%-32.8pp | 78.7%-44.1pp | 68.9%-34.3pp |
| Annual return | 4.02% | 32.74%-28.7pp | 89.72%-85.7pp | 26.06%-22.0pp |
| Employer contribution / active EE | $374 | $2,588-85.5% | $4,268-91.2% | $2,596-85.6% |
| Participant deferral / active EE | $807 | $3,311-75.6% | $5,630-85.7% | $4,274-81.1% |
| Admin fee / account holder | $16,884 | $6,724+151.1% | $16,006+5.5% | $7,775+117.2% |