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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 | $61,295-59.8% | $149,682-83.5% | $71,476-65.5% |
| Participation rate | 27.1% | 62.5%-35.5pp | 78.8%-51.7pp | 67.9%-40.9pp |
| Annual return | 11.56% | 35.86%-24.3pp | 134.35%-122.8pp | 28.85%-17.3pp |
| Employer contribution / active EE | $362 | $2,380-84.8% | $4,818-92.5% | $2,589-86.0% |
| Participant deferral / active EE | $665 | $2,918-77.2% | $5,681-88.3% | $4,290-84.5% |
| Admin fee / account holder | $10,038 | $1,262+695.5% | $13,210-24.0% | $1,587+532.4% |