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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 | $51,429 | $57,739-10.9% | $112,236-54.2% | $74,434-30.9% |
| Participation rate | 23.8% | 55.6%-31.8pp | 72.4%-48.7pp | 70.7%-47.0pp |
| Annual return | 0.12% | 19.52%-19.4pp | 30.20%-30.1pp | 34.37%-34.3pp |
| Employer contribution / active EE | $512 | $1,675-69.4% | $3,431-85.1% | $2,638-80.6% |
| Participant deferral / active EE | $847 | $2,891-70.7% | $4,799-82.4% | $4,529-81.3% |
| Admin fee / account holder | $8,634 | $462+1768.0% | $7,749+11.4% | $348+2381.8% |