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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 | $32,747 | $81,331-59.7% | $155,534-78.9% | $80,935-59.5% |
| Participation rate | 22.8% | 66.3%-43.4pp | 78.2%-55.4pp | 67.7%-44.9pp |
| Annual return | 7.16% | 33.37%-26.2pp | 64.92%-57.8pp | 35.66%-28.5pp |
| Employer contribution / active EE | $511 | $3,105-83.5% | $4,675-89.1% | $2,757-81.5% |
| Participant deferral / active EE | $539 | $3,454-84.4% | $5,630-90.4% | $4,299-87.5% |
| Admin fee / account holder | $13,944 | $7,999+74.3% | $15,900-12.3% | $6,924+101.4% |