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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 | $23,552 | $54,541-56.8% | $78,778-70.1% | $70,126-66.4% |
| Participation rate | 17.6% | 60.8%-43.2pp | 69.2%-51.5pp | 69.5%-51.9pp |
| Annual return | 11.97% | 21.07%-9.1pp | 35.62%-23.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $205 | $1,089-81.2% | $1,986-89.7% | $2,343-91.2% |
| Participant deferral / active EE | $501 | $2,210-77.3% | $2,958-83.1% | $3,332-85.0% |
| Admin fee / account holder | $7,648 | $3,709+106.2% | $5,134+49.0% | $4,645+64.6% |