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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 | $24,669 | $61,391-59.8% | $149,723-83.5% | $71,529-65.5% |
| Participation rate | 27.1% | 62.5%-35.5pp | 78.8%-51.7pp | 67.9%-40.9pp |
| Annual return | 11.56% | 35.88%-24.3pp | 134.50%-122.9pp | 28.97%-17.4pp |
| Employer contribution / active EE | $362 | $2,384-84.8% | $4,821-92.5% | $2,590-86.0% |
| Participant deferral / active EE | $665 | $2,921-77.2% | $5,682-88.3% | $4,291-84.5% |
| Admin fee / account holder | $10,038 | $1,264+694.1% | $13,215-24.0% | $1,588+531.9% |